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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 | $75,669 | $209,888-63.9% | $189,545-60.1% | $167,553-54.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.21% | 748.66%-735.5pp | 555.36%-542.1pp | 478.89%-465.7pp |
| Employer contribution / active EE | $7,960 | $6,915+15.1% | $6,162+29.2% | $4,840+64.5% |
| Participant deferral / active EE | $9,459 | $8,934+5.9% | $8,220+15.1% | $6,343+49.1% |
| Admin fee / account holder | $190,142 | $14,300+1229.7% | $12,049+1478.1% | $12,316+1443.8% |