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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 | $137,631 | $138,114-0.3% | $125,391+9.8% | $134,545+2.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 7.24% | 750.88%-743.6pp | 572.41%-565.2pp | 418.37%-411.1pp |
| Employer contribution / active EE | $21,408 | $5,246+308.1% | $4,816+344.5% | $4,742+351.5% |
| Participant deferral / active EE | $11,587 | $7,801+48.5% | $7,448+55.6% | $6,401+81.0% |
| Admin fee / account holder | $3,256 | $11,570-71.9% | $10,009-67.5% | $11,431-71.5% |