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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 | $121,715 | $210,698-42.2% | $178,014-31.6% | $145,959-16.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.86% | 386.27%-377.4pp | 294.80%-285.9pp | 561.95%-553.1pp |
| Employer contribution / active EE | $10,000 | $4,567+119.0% | $3,950+153.2% | $4,661+114.6% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,195 | $12,016-90.1% | $10,362-88.5% | $13,398-91.1% |