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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 | $76,792 | $102,595-25.2% | $94,057-18.4% | $154,746-50.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 19.16% | 583.42%-564.3pp | 480.62%-461.5pp | 172.34%-153.2pp |
| Employer contribution / active EE | $4,168 | $3,147+32.4% | $2,933+42.1% | $4,379-4.8% |
| Participant deferral / active EE | $7,506 | $5,118+46.6% | $4,709+59.4% | $6,730+11.5% |
| Admin fee / account holder | $14,271 | $7,736+84.5% | $7,244+97.0% | $14,365-0.7% |