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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 | $79,363 | $96,419-17.7% | $80,648-1.6% | $139,487-43.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.23% | 1352.86%-1339.6pp | 937.21%-924.0pp | 373.84%-360.6pp |
| Employer contribution / active EE | $11,607 | $3,261+255.9% | $2,724+326.2% | $4,755+144.1% |
| Participant deferral / active EE | $20,414 | $5,225+290.7% | $4,443+359.4% | $6,713+204.1% |
| Admin fee / account holder | $20,809 | $6,605+215.1% | $5,382+286.7% | $11,407+82.4% |