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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 | $94,387 | $88,754+6.3% | $81,820+15.4% | $145,877-35.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.80% | 1031.77%-1011.0pp | 777.93%-757.1pp | 551.28%-530.5pp |
| Employer contribution / active EE | $2,168 | $3,085-29.7% | $2,915-25.6% | $4,663-53.5% |
| Participant deferral / active EE | $1,571 | $4,648-66.2% | $4,323-63.6% | $6,691-76.5% |
| Admin fee / account holder | $16,021 | $8,424+90.2% | $7,391+116.8% | $13,402+19.5% |