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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 | $81,288 | $88,778-8.4% | $81,844-0.7% | $145,884-44.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.47% | 1033.03%-1020.6pp | 778.87%-766.4pp | 551.85%-539.4pp |
| Employer contribution / active EE | $11,639 | $3,087+277.0% | $2,916+299.1% | $4,662+149.6% |
| Participant deferral / active EE | $10,109 | $4,648+117.5% | $4,323+133.8% | $6,690+51.1% |
| Admin fee / account holder | $118,350 | $8,430+1303.9% | $7,355+1509.0% | $13,392+783.7% |