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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 | $123,207 | $168,626-26.9% | $133,698-7.8% | $145,897-15.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 23.30% | 1168.99%-1145.7pp | 580.90%-557.6pp | 552.29%-529.0pp |
| Employer contribution / active EE | $1,383 | $5,290-73.9% | $4,218-67.2% | $4,663-70.3% |
| Participant deferral / active EE | $4,933 | $8,688-43.2% | $7,016-29.7% | $6,689-26.2% |
| Admin fee / account holder | $782 | $9,638-91.9% | $6,703-88.3% | $13,390-94.2% |