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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 | $197,695 | $169,361+16.7% | $129,397+52.8% | $145,877+35.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.05% | 14395.54%-14387.5pp | 9453.98%-9445.9pp | 551.28%-543.2pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $23,000 | $4,987+361.2% | $4,167+451.9% | $6,691+243.8% |
| Admin fee / account holder | $987 | $9,903-90.0% | $7,679-87.1% | $13,402-92.6% |