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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 | $83,055 | $102,595-19.0% | $94,057-11.7% | $154,746-46.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 12.21% | 583.42%-571.2pp | 480.62%-468.4pp | 172.34%-160.1pp |
| Employer contribution / active EE | $7,120 | $3,147+126.2% | $2,933+142.7% | $4,379+62.6% |
| Participant deferral / active EE | $3,089 | $5,118-39.7% | $4,709-34.4% | $6,730-54.1% |
| Admin fee / account holder | $1,898 | $7,736-75.5% | $7,244-73.8% | $14,365-86.8% |