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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 | $121,186 | $156,927-22.8% | $121,1690% | $139,456-13.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 21.54% | 1475.85%-1454.3pp | 986.71%-965.2pp | 373.45%-351.9pp |
| Employer contribution / active EE | $10,743 | $5,542+93.9% | $4,168+157.8% | $4,753+126.0% |
| Participant deferral / active EE | $12,400 | $4,848+155.8% | $4,083+203.7% | $6,711+84.8% |
| Admin fee / account holder | $955 | $6,946-86.3% | $5,645-83.1% | $11,407-91.6% |