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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 | $122,545 | $124,175-1.3% | $108,405+13.0% | $167,536-26.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.15% | 1380.13%-1370.0pp | 905.55%-895.4pp | 478.82%-468.7pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $9,443 | $6,908+36.7% | $6,563+43.9% | $6,342+48.9% |
| Admin fee / account holder | $5,310 | $9,457-43.8% | $7,297-27.2% | $12,315-56.9% |