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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 | $120,533 | $176,688-31.8% | $130,660-7.8% | $152,897-21.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 19.86% | 2693.08%-2673.2pp | 1709.29%-1689.4pp | 345.43%-325.6pp |
| Employer contribution / active EE | $5,413 | $5,743-5.8% | $4,092+32.3% | $4,764+13.6% |
| Participant deferral / active EE | $9,070 | $4,362+107.9% | $3,603+151.7% | $5,851+55.0% |
| Admin fee / account holder | $623 | $7,131-91.3% | $5,463-88.6% | $11,599-94.6% |