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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 | $134,574 | $176,688-23.8% | $130,660+3.0% | $152,897-12.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 26.12% | 2693.08%-2667.0pp | 1709.29%-1683.2pp | 345.43%-319.3pp |
| Employer contribution / active EE | $19,055 | $5,743+231.8% | $4,092+365.6% | $4,764+300.0% |
| Participant deferral / active EE | $9,864 | $4,362+126.1% | $3,603+173.8% | $5,851+68.6% |
| Admin fee / account holder | $3,881 | $7,131-45.6% | $5,463-29.0% | $11,599-66.5% |