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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 | $133,965 | $160,059-16.3% | $140,019-4.3% | $135,380-1.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 2.07% | 911.48%-909.4pp | 651.17%-649.1pp | 519.81%-517.7pp |
| Employer contribution / active EE | $15,059 | $6,420+134.6% | $5,605+168.7% | $4,779+215.1% |
| Participant deferral / active EE | $13,509 | $7,641+76.8% | $6,927+95.0% | $5,609+140.9% |
| Admin fee / account holder | $14,365 | $13,328+7.8% | $10,705+34.2% | $10,828+32.7% |