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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 | $104,000 | $72,071+44.3% | $68,368+52.1% | $137,256-24.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.65% | 353.14%-335.5pp | 292.57%-274.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $9,070 | $2,788+225.3% | $2,649+242.4% | $4,156+118.2% |
| Participant deferral / active EE | $9,413 | $4,410+113.4% | $4,123+128.3% | $6,407+46.9% |
| Admin fee / account holder | $17,878 | $5,336+235.1% | $5,150+247.2% | $12,270+45.7% |