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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 | $132,932 | $173,397-23.3% | $135,987-2.2% | $145,978-8.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 11.83% | 1165.22%-1153.4pp | 579.77%-567.9pp | 550.52%-538.7pp |
| Employer contribution / active EE | $2,924 | $5,281-44.6% | $4,214-30.6% | $4,662-37.3% |
| Participant deferral / active EE | $10,887 | $8,710+25.0% | $7,027+54.9% | $6,690+62.7% |
| Admin fee / account holder | $8,081 | $9,663-16.4% | $6,716+20.3% | $13,400-39.7% |