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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 | $123,277 | $202,345-39.1% | $172,755-28.6% | $152,885-19.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.80% | 1029.77%-1012.0pp | 802.94%-785.1pp | 345.39%-327.6pp |
| Employer contribution / active EE | $1,321 | $5,858-77.4% | $5,144-74.3% | $4,763-72.3% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,176 | $17,111-93.1% | $13,955-91.6% | $11,598-89.9% |