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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 | $124,958 | $169,361-26.2% | $129,397-3.4% | $145,877-14.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.74% | 14395.54%-14382.8pp | 9453.98%-9441.2pp | 551.28%-538.5pp |
| Employer contribution / active EE | $21,013 | $5,542+279.2% | $4,154+405.8% | $4,663+350.6% |
| Participant deferral / active EE | $18,243 | $4,987+265.8% | $4,167+337.8% | $6,691+172.7% |
| Admin fee / account holder | $1,090 | $9,903-89.0% | $7,679-85.8% | $13,402-91.9% |