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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 | $59,351 | $88,754-33.1% | $81,820-27.5% | $145,877-59.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.55% | 1031.77%-1013.2pp | 777.93%-759.4pp | 551.28%-532.7pp |
| Employer contribution / active EE | $16,493 | $3,085+434.5% | $2,915+465.8% | $4,663+253.7% |
| Participant deferral / active EE | $11,561 | $4,648+148.8% | $4,323+167.5% | $6,691+72.8% |
| Admin fee / account holder | $1,013 | $8,424-88.0% | $7,391-86.3% | $13,402-92.4% |