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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 | $121,613 | $176,688-31.2% | $130,660-6.9% | $152,909-20.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 12.51% | 2693.08%-2680.6pp | 1709.29%-1696.8pp | 345.46%-333.0pp |
| Employer contribution / active EE | $10,319 | $5,743+79.7% | $4,092+152.2% | $4,764+116.6% |
| Participant deferral / active EE | $7,054 | $4,362+61.7% | $3,603+95.8% | $5,851+20.6% |
| Admin fee / account holder | $21,881 | $7,131+206.8% | $5,463+300.5% | $11,601+88.6% |