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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 | $85,991 | $102,595-16.2% | $94,057-8.6% | $154,746-44.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 12.54% | 583.42%-570.9pp | 480.62%-468.1pp | 172.34%-159.8pp |
| Employer contribution / active EE | $23,341 | $3,147+641.6% | $2,933+695.8% | $4,379+433.0% |
| Participant deferral / active EE | $12,311 | $5,118+140.5% | $4,709+161.4% | $6,730+82.9% |
| Admin fee / account holder | $23,412 | $7,736+202.6% | $7,244+223.2% | $14,365+63.0% |