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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 | $120,012 | $155,833-23.0% | $124,693-3.8% | $167,536-28.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 14.03% | 17.98%-3.9pp | 5144.19%-5130.2pp | 478.82%-464.8pp |
| Employer contribution / active EE | $11,382 | $4,164+173.3% | $3,324+242.4% | $4,839+135.2% |
| Participant deferral / active EE | $10,005 | $5,675+76.3% | $4,615+116.8% | $6,342+57.7% |
| Admin fee / account holder | $1,046 | $9,534-89.0% | $7,494-86.0% | $12,315-91.5% |