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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 | $162,763 | $156,970+3.7% | $121,210+34.3% | $139,487+16.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.81% | 1477.10%-1457.3pp | 987.41%-967.6pp | 373.84%-354.0pp |
| Employer contribution / active EE | $1,811 | $5,546-67.3% | $4,171-56.6% | $4,755-61.9% |
| Participant deferral / active EE | $1,811 | $4,849-62.7% | $4,084-55.7% | $6,713-73.0% |
| Admin fee / account holder | $1,056 | $6,947-84.8% | $5,647-81.3% | $11,407-90.7% |