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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 | $120,087 | $209,874-42.8% | $189,537-36.6% | $167,536-28.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.08% | 748.61%-735.5pp | 555.34%-542.3pp | 478.82%-465.7pp |
| Employer contribution / active EE | $5,257 | $6,913-24.0% | $6,161-14.7% | $4,839+8.6% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $7,998 | $14,299-44.1% | $12,048-33.6% | $12,315-35.1% |