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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 | $86,687 | $169,356-48.8% | $129,406-33.0% | $145,897-40.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 19.85% | 14418.62%-14398.8pp | 9468.18%-9448.3pp | 552.29%-532.4pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,268 | $4,987+5.6% | $4,167+26.4% | $6,689-21.2% |
| Admin fee / account holder | $5,039 | $9,915-49.2% | $7,689-34.5% | $13,390-62.4% |