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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 | $119,870 | $88,702+35.1% | $81,780+46.6% | $145,978-17.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.05% | 1029.12%-1012.1pp | 776.27%-759.2pp | 550.52%-533.5pp |
| Employer contribution / active EE | $1,818 | $3,084-41.1% | $2,914-37.6% | $4,662-61.0% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $774 | $8,414-90.8% | $7,384-89.5% | $13,400-94.2% |