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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 | $100,895-0.2% | $90,430+11.3% | $158,950-36.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.42% | 1725.54%-1713.1pp | 1293.73%-1281.3pp | 302.91%-290.5pp |
| Employer contribution / active EE | $9,624 | $3,689+160.9% | $3,262+195.0% | $4,762+102.1% |
| Participant deferral / active EE | $8,445 | $4,347+94.3% | $3,963+113.1% | $5,983+41.2% |
| Admin fee / account holder | $38,183 | $6,505+487.0% | $5,613+580.2% | $11,248+239.5% |