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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 | $70,366+47.8% | $66,674+56.0% | $138,895-25.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 17.65% | 386.41%-368.8pp | 321.24%-303.6pp | 145.39%-127.7pp |
| Employer contribution / active EE | $9,070 | $2,765+228.0% | $2,620+246.2% | $4,194+116.2% |
| Participant deferral / active EE | $9,413 | $4,374+115.2% | $4,084+130.5% | $6,396+47.2% |
| Admin fee / account holder | $17,878 | $5,262+239.7% | $5,098+250.7% | $12,562+42.3% |