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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 | $88,839 | $102,595-13.4% | $94,057-5.5% | $154,746-42.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 22.32% | 583.42%-561.1pp | 480.62%-458.3pp | 172.34%-150.0pp |
| Employer contribution / active EE | $12,388 | $3,147+293.6% | $2,933+322.4% | $4,379+182.9% |
| Participant deferral / active EE | $17,354 | $5,118+239.1% | $4,709+268.5% | $6,730+157.8% |
| Admin fee / account holder | $2,161 | $7,736-72.1% | $7,244-70.2% | $14,365-85.0% |