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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 | $115,561 | $156,963-26.4% | $121,204-4.7% | $139,466-17.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.39% | 1476.75%-1460.4pp | 987.18%-970.8pp | 373.66%-357.3pp |
| Employer contribution / active EE | $13,745 | $5,544+147.9% | $4,170+229.6% | $4,754+189.1% |
| Participant deferral / active EE | $13,736 | $4,848+183.3% | $4,083+236.4% | $6,712+104.6% |
| Admin fee / account holder | $1,457 | $6,953-79.0% | $5,651-74.2% | $11,409-87.2% |