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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 | $70,135 | $76,368-8.2% | $67,681+3.6% | $154,746-54.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 13.13% | 1066.77%-1053.6pp | 590.58%-577.5pp | 172.34%-159.2pp |
| Employer contribution / active EE | $7,622 | $3,151+141.9% | $2,678+184.6% | $4,379+74.1% |
| Participant deferral / active EE | $7,975 | $4,824+65.3% | $3,976+100.6% | $6,730+18.5% |
| Admin fee / account holder | $17,481 | $8,559+104.2% | $6,100+186.6% | $14,365+21.7% |