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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 | $136,282 | $150,447-9.4% | $136,2980% | $147,586-7.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.28% | 1049.15%-1036.9pp | 5156.27%-5144.0pp | 578.59%-566.3pp |
| Employer contribution / active EE | $7,695 | $5,256+46.4% | $4,696+63.9% | $4,876+57.8% |
| Participant deferral / active EE | $8,123 | $6,631+22.5% | $6,247+30.0% | $5,439+49.4% |
| Admin fee / account holder | $21,972 | $10,906+101.5% | $9,244+137.7% | $10,886+101.8% |