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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 | $105,628 | $88,710+19.1% | $81,783+29.2% | $145,959-27.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.47% | 1027.26%-1005.8pp | 775.05%-753.6pp | 561.95%-540.5pp |
| Employer contribution / active EE | $2,222 | $3,083-27.9% | $2,913-23.7% | $4,661-52.3% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,336 | $8,407-60.3% | $7,380-54.8% | $13,398-75.1% |