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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 | $122,833 | $160,059-23.3% | $140,019-12.3% | $135,379-9.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1.68% | 911.44%-909.8pp | 651.15%-649.5pp | 519.79%-518.1pp |
| Employer contribution / active EE | $4,534 | $6,420-29.4% | $5,605-19.1% | $4,779-5.1% |
| Participant deferral / active EE | $8,520 | $7,641+11.5% | $6,927+23.0% | $5,609+51.9% |
| Admin fee / account holder | $42,249 | $13,328+217.0% | $10,705+294.7% | $10,828+290.2% |