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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 | $102,002 | $171,867-40.7% | $149,721-31.9% | $147,586-30.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.72% | 2113.36%-2097.6pp | 1501.67%-1485.9pp | 578.59%-562.9pp |
| Employer contribution / active EE | $1,667 | $6,275-73.4% | $5,444-69.4% | $4,876-65.8% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,429 | $13,799-82.4% | $11,282-78.5% | $10,886-77.7% |