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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 | $161,355 | $88,710+81.9% | $81,783+97.3% | $145,959+10.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.73% | 1027.26%-1014.5pp | 775.05%-762.3pp | 561.95%-549.2pp |
| Employer contribution / active EE | $34,175 | $3,083+1008.4% | $2,913+1073.3% | $4,661+633.2% |
| Participant deferral / active EE | $20,333 | $4,645+337.8% | $4,320+370.6% | $6,689+204.0% |
| Admin fee / account holder | $1,807 | $8,407-78.5% | $7,380-75.5% | $13,398-86.5% |