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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 | $77,242 | $88,778-13.0% | $81,844-5.6% | $145,884-47.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.38% | 1033.03%-1017.7pp | 778.87%-763.5pp | 551.85%-536.5pp |
| Employer contribution / active EE | $8,751 | $3,087+183.5% | $2,916+200.0% | $4,662+87.7% |
| Participant deferral / active EE | $8,295 | $4,648+78.5% | $4,323+91.9% | $6,690+24.0% |
| Admin fee / account holder | $4,012 | $8,430-52.4% | $7,355-45.5% | $13,392-70.0% |