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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 | $86,827 | $156,970-44.7% | $121,210-28.4% | $139,487-37.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.63% | 1477.10%-1457.5pp | 987.41%-967.8pp | 373.84%-354.2pp |
| Employer contribution / active EE | $4,693 | $5,546-15.4% | $4,171+12.5% | $4,755-1.3% |
| Participant deferral / active EE | $8,184 | $4,849+68.8% | $4,084+100.4% | $6,713+21.9% |
| Admin fee / account holder | $903 | $6,947-87.0% | $5,647-84.0% | $11,407-92.1% |