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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 | $173,397-28.9% | $135,987-9.4% | $145,877-15.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 23.30% | 1166.18%-1142.9pp | 580.01%-556.7pp | 551.28%-528.0pp |
| Employer contribution / active EE | $1,383 | $5,281-73.8% | $4,214-67.2% | $4,663-70.3% |
| Participant deferral / active EE | $4,933 | $8,710-43.4% | $7,027-29.8% | $6,691-26.3% |
| Admin fee / account holder | $782 | $9,663-91.9% | $6,716-88.4% | $13,402-94.2% |