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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 | $168,626-28.6% | $133,698-9.9% | $145,897-17.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 8.81% | 1168.99%-1160.2pp | 580.90%-572.1pp | 552.29%-543.5pp |
| Employer contribution / active EE | $18,917 | $5,290+257.6% | $4,218+348.5% | $4,663+305.7% |
| Participant deferral / active EE | $13,294 | $8,688+53.0% | $7,016+89.5% | $6,689+98.7% |
| Admin fee / account holder | $5,807 | $9,638-39.7% | $6,703-13.4% | $13,390-56.6% |