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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 | $120,787 | $150,447-19.7% | $136,298-11.4% | $147,586-18.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.45% | 1049.15%-1032.7pp | 5156.27%-5139.8pp | 578.59%-562.1pp |
| Employer contribution / active EE | $2,005 | $5,256-61.9% | $4,696-57.3% | $4,876-58.9% |
| Participant deferral / active EE | $2,189 | $6,631-67.0% | $6,247-65.0% | $5,439-59.7% |
| Admin fee / account holder | $1,220 | $10,906-88.8% | $9,244-86.8% | $10,886-88.8% |