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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 | $92,348 | $102,595-10.0% | $94,057-1.8% | $154,746-40.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 19.44% | 583.42%-564.0pp | 480.62%-461.2pp | 172.34%-152.9pp |
| Employer contribution / active EE | $6,480 | $3,147+105.9% | $2,933+120.9% | $4,379+48.0% |
| Participant deferral / active EE | $10,183 | $5,118+99.0% | $4,709+116.2% | $6,730+51.3% |
| Admin fee / account holder | $367 | $7,736-95.3% | $7,244-94.9% | $14,365-97.4% |