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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 | $99,629 | $129,737-23.2% | $119,126-16.4% | $154,746-35.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 10.56% | 379.08%-368.5pp | 282.11%-271.5pp | 172.34%-161.8pp |
| Employer contribution / active EE | $29,964 | $4,375+584.9% | $4,034+642.9% | $4,379+584.3% |
| Participant deferral / active EE | $10,333 | $5,842+76.9% | $5,318+94.3% | $6,730+53.5% |
| Admin fee / account holder | $463,275 | $11,961+3773.3% | $10,693+4232.4% | $14,365+3125.0% |