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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 | $175,170 | $138,114+26.8% | $125,391+39.7% | $134,545+30.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 1.19% | 750.88%-749.7pp | 572.41%-571.2pp | 418.37%-417.2pp |
| Employer contribution / active EE | $83,000 | $5,246+1482.2% | $4,816+1623.5% | $4,742+1650.5% |
| Participant deferral / active EE | $10,580 | $7,801+35.6% | $7,448+42.0% | $6,401+65.3% |
| Admin fee / account holder | $1,313 | $11,570-88.7% | $10,009-86.9% | $11,431-88.5% |