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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 | $102,595+1.4% | $94,057+10.6% | $154,746-32.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 17.65% | 583.42%-565.8pp | 480.62%-463.0pp | 172.34%-154.7pp |
| Employer contribution / active EE | $9,070 | $3,147+188.2% | $2,933+209.2% | $4,379+107.1% |
| Participant deferral / active EE | $9,413 | $5,118+83.9% | $4,709+99.9% | $6,730+39.9% |
| Admin fee / account holder | $17,878 | $7,736+131.1% | $7,244+146.8% | $14,365+24.5% |