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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 | $109,674 | $171,867-36.2% | $149,721-26.7% | $147,586-25.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.26% | 2113.36%-2103.1pp | 1501.67%-1491.4pp | 578.59%-568.3pp |
| Employer contribution / active EE | $1,667 | $6,275-73.4% | $5,444-69.4% | $4,876-65.8% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,279 | $13,799-69.0% | $11,282-62.1% | $10,886-60.7% |