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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 | $92,041 | $198,457-53.6% | $170,435-46.0% | $147,586-37.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.77% | 257.30%-245.5pp | 205.94%-194.2pp | 578.59%-566.8pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $12,405 | $5,629+120.4% | $4,939+151.1% | $5,439+128.1% |
| Admin fee / account holder | $38,764 | $16,852+130.0% | $13,881+179.3% | $10,886+256.1% |