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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 | $126,502 | $173,526-27.1% | $136,072-7.0% | $145,884-13.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 10.36% | 1167.12%-1156.8pp | 580.46%-570.1pp | 551.85%-541.5pp |
| Employer contribution / active EE | $16,567 | $5,285+213.5% | $4,216+293.0% | $4,662+255.3% |
| Participant deferral / active EE | $20,600 | $8,711+136.5% | $7,028+193.1% | $6,690+207.9% |
| Admin fee / account holder | $25,189 | $9,665+160.6% | $6,718+275.0% | $13,392+88.1% |