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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 | $87,723 | $138,102-36.5% | $125,381-30.0% | $134,532-34.8% |
| Participation rate | 94.4% | 84.5%+9.9pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | 8.56% | 750.73%-742.2pp | 572.31%-563.8pp | 418.27%-409.7pp |
| Employer contribution / active EE | $11,112 | $5,245+111.8% | $4,815+130.8% | $4,741+134.4% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $9,524 | $11,568-17.7% | $10,007-4.8% | $11,429-16.7% |