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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 | $116,233 | $149,040-22.0% | $120,225-3.3% | $137,256-15.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 21.62% | 605.68%-584.1pp | 439.23%-417.6pp | 220.34%-198.7pp |
| Employer contribution / active EE | $20,725 | $4,350+376.4% | $3,475+496.3% | $4,156+398.7% |
| Participant deferral / active EE | $27,250 | $4,655+485.4% | $3,999+581.5% | $6,407+325.3% |
| Admin fee / account holder | $1,182 | $6,348-81.4% | $5,696-79.3% | $12,270-90.4% |