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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 | $131,674 | $97,761+34.7% | $83,850+57.0% | $135,382-2.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 1.09% | 1287.44%-1286.4pp | 850.92%-849.8pp | 519.77%-518.7pp |
| Employer contribution / active EE | $8,150 | $4,222+93.1% | $3,631+124.5% | $4,779+70.5% |
| Participant deferral / active EE | $7,405 | $4,682+58.1% | $4,082+81.4% | $5,609+32.0% |
| Admin fee / account holder | $741 | $6,674-88.9% | $5,478-86.5% | $10,829-93.2% |