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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 | $128,618 | $102,595+25.4% | $94,057+36.7% | $154,746-16.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 12.13% | 583.42%-571.3pp | 480.62%-468.5pp | 172.34%-160.2pp |
| Employer contribution / active EE | $5,010 | $3,147+59.2% | $2,933+70.8% | $4,379+14.4% |
| Participant deferral / active EE | $5,136 | $5,118+0.3% | $4,709+9.0% | $6,730-23.7% |
| Admin fee / account holder | $2,151 | $7,736-72.2% | $7,244-70.3% | $14,365-85.0% |