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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 | $109,517 | $144,124-24.0% | $117,857-7.1% | $147,585-25.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.59% | 531.17%-513.6pp | 335.09%-317.5pp | 578.57%-561.0pp |
| Employer contribution / active EE | $15,003 | $4,897+206.4% | $3,786+296.2% | $4,876+207.7% |
| Participant deferral / active EE | $8,686 | $5,316+63.4% | $4,482+93.8% | $5,439+59.7% |
| Admin fee / account holder | $16,218 | $10,886+49.0% | $8,020+102.2% | $10,885+49.0% |