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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 | $130,716 | $177,353-26.3% | $158,226-17.4% | $198,609-34.2% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 19.79% | 599.50%-579.7pp | 501.41%-481.6pp | 202.70%-182.9pp |
| Employer contribution / active EE | $9,893 | $3,239+205.5% | $2,986+231.4% | $5,055+95.7% |
| Participant deferral / active EE | $11,972 | $4,615+159.4% | $4,317+177.3% | $6,977+71.6% |
| Admin fee / account holder | $1,815 | $10,960-83.4% | $10,217-82.2% | $19,030-90.5% |