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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 | $97,300 | $88,815+9.6% | $81,882+18.8% | $145,897-33.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.04% | 1033.75%-1016.7pp | 779.47%-762.4pp | 552.29%-535.2pp |
| Employer contribution / active EE | $1,200 | $3,086-61.1% | $2,916-58.8% | $4,663-74.3% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $542 | $8,434-93.6% | $7,360-92.6% | $13,390-96.0% |