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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 | $54,659 | $173,397-68.5% | $135,987-59.8% | $145,877-62.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 20.49% | 1166.18%-1145.7pp | 580.01%-559.5pp | 551.28%-530.8pp |
| Employer contribution / active EE | $3,788 | $5,281-28.3% | $4,214-10.1% | $4,663-18.8% |
| Participant deferral / active EE | $11,176 | $8,710+28.3% | $7,027+59.1% | $6,691+67.0% |
| Admin fee / account holder | $7,163 | $9,663-25.9% | $6,716+6.7% | $13,402-46.6% |