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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 | $79,061 | $88,710-10.9% | $81,783-3.3% | $145,959-45.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.34% | 1027.26%-1009.9pp | 775.05%-757.7pp | 561.95%-544.6pp |
| Employer contribution / active EE | $5,209 | $3,083+68.9% | $2,913+78.8% | $4,661+11.8% |
| Participant deferral / active EE | $13,579 | $4,645+192.3% | $4,320+214.3% | $6,689+103.0% |
| Admin fee / account holder | $311 | $8,407-96.3% | $7,380-95.8% | $13,398-97.7% |