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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,677 | $209,888-53.9% | $189,545-49.0% | $167,553-42.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.77% | 748.66%-738.9pp | 555.36%-545.6pp | 478.89%-469.1pp |
| Employer contribution / active EE | $4,336 | $6,915-37.3% | $6,162-29.6% | $4,840-10.4% |
| Participant deferral / active EE | $5,456 | $8,934-38.9% | $8,220-33.6% | $6,343-14.0% |
| Admin fee / account holder | $34,224 | $14,300+139.3% | $12,049+184.0% | $12,316+177.9% |