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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 | $88,754+81.8% | $81,820+97.2% | $145,877+10.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.73% | 1031.77%-1019.0pp | 777.93%-765.2pp | 551.28%-538.6pp |
| Employer contribution / active EE | $34,175 | $3,085+1007.6% | $2,915+1072.4% | $4,663+632.9% |
| Participant deferral / active EE | $20,333 | $4,648+337.5% | $4,323+370.4% | $6,691+203.9% |
| Admin fee / account holder | $1,807 | $8,424-78.5% | $7,391-75.5% | $13,402-86.5% |