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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 | $82,411 | $160,059-48.5% | $140,019-41.1% | $135,380-39.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 7.36% | 911.48%-904.1pp | 651.17%-643.8pp | 519.81%-512.4pp |
| Employer contribution / active EE | $13,996 | $6,420+118.0% | $5,605+149.7% | $4,779+192.9% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,002 | $13,328-77.5% | $10,705-72.0% | $10,828-72.3% |