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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 | $120,424 | $173,397-30.5% | $135,987-11.4% | $145,877-17.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 8.81% | 1166.18%-1157.4pp | 580.01%-571.2pp | 551.28%-542.5pp |
| Employer contribution / active EE | $18,917 | $5,281+258.2% | $4,214+348.9% | $4,663+305.7% |
| Participant deferral / active EE | $13,294 | $8,710+52.6% | $7,027+89.2% | $6,691+98.7% |
| Admin fee / account holder | $5,807 | $9,663-39.9% | $6,716-13.5% | $13,402-56.7% |