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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 | $127,843 | $102,595+24.6% | $94,057+35.9% | $154,746-17.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.99% | 583.42%-568.4pp | 480.62%-465.6pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,054 | $3,147-66.5% | $2,933-64.1% | $4,379-75.9% |
| Participant deferral / active EE | $1,668 | $5,118-67.4% | $4,709-64.6% | $6,730-75.2% |
| Admin fee / account holder | $2,031 | $7,736-73.7% | $7,244-72.0% | $14,365-85.9% |