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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 | $88,754+35.1% | $81,820+46.5% | $145,877-17.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.05% | 1031.77%-1014.7pp | 777.93%-760.9pp | 551.28%-534.2pp |
| Employer contribution / active EE | $1,818 | $3,085-41.1% | $2,915-37.6% | $4,663-61.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $774 | $8,424-90.8% | $7,391-89.5% | $13,402-94.2% |