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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 | $100,651 | $100,938-0.3% | $90,461+11.3% | $158,982-36.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.42% | 1727.20%-1714.8pp | 1294.76%-1282.3pp | 302.99%-290.6pp |
| Employer contribution / active EE | $9,624 | $3,691+160.7% | $3,264+194.9% | $4,763+102.1% |
| Participant deferral / active EE | $8,445 | $4,350+94.2% | $3,964+113.0% | $5,983+41.1% |
| Admin fee / account holder | $38,183 | $6,510+486.6% | $5,617+579.8% | $11,252+239.4% |