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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 | $103,459 | $156,963-34.1% | $121,204-14.6% | $139,466-25.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.99% | 1476.75%-1465.8pp | 987.18%-976.2pp | 373.66%-362.7pp |
| Employer contribution / active EE | $2,275 | $5,544-59.0% | $4,170-45.4% | $4,754-52.1% |
| Participant deferral / active EE | $3,256 | $4,848-32.8% | $4,083-20.2% | $6,712-51.5% |
| Admin fee / account holder | $2,337 | $6,953-66.4% | $5,651-58.6% | $11,409-79.5% |