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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 | $150,868 | $97,732+54.4% | $83,831+80.0% | $135,380+11.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 4.61% | 1287.56%-1282.9pp | 850.99%-846.4pp | 519.81%-515.2pp |
| Employer contribution / active EE | $5,034 | $4,222+19.2% | $3,631+38.6% | $4,779+5.3% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,896 | $6,675-71.6% | $5,479-65.4% | $10,828-82.5% |