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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 | $129,618 | $109,905+17.9% | $98,506+31.6% | $167,553-22.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.23% | 1960.20%-1949.0pp | 1494.92%-1483.7pp | 478.89%-467.7pp |
| Employer contribution / active EE | $11,618 | $3,226+260.2% | $2,961+292.3% | $4,840+140.1% |
| Participant deferral / active EE | $8,667 | $4,674+85.4% | $4,277+102.6% | $6,343+36.6% |
| Admin fee / account holder | $1,150 | $6,760-83.0% | $5,955-80.7% | $12,316-90.7% |