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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 | $101,931 | $156,963-35.1% | $121,204-15.9% | $139,466-26.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.26% | 1476.75%-1462.5pp | 987.18%-972.9pp | 373.66%-359.4pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $18,750 | $4,848+286.7% | $4,083+359.2% | $6,712+179.4% |
| Admin fee / account holder | $1,592 | $6,953-77.1% | $5,651-71.8% | $11,409-86.0% |