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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 | $104,158 | $171,867-39.4% | $149,721-30.4% | $147,586-29.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.94% | 2113.36%-2099.4pp | 1501.67%-1487.7pp | 578.59%-564.6pp |
| Employer contribution / active EE | $1,596 | $6,275-74.6% | $5,444-70.7% | $4,876-67.3% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,563 | $13,799-74.2% | $11,282-68.4% | $10,886-67.3% |