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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 | $135,576 | $171,492-20.9% | $150,734-10.1% | $198,609-31.7% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 10.27% | 804.70%-794.4pp | 600.81%-590.5pp | 202.70%-192.4pp |
| Employer contribution / active EE | $6,821 | $5,470+24.7% | $4,918+38.7% | $5,055+34.9% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $20,681 | $17,628+17.3% | $14,905+38.7% | $19,030+8.7% |