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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 | $104,883 | $134,817-22.2% | $123,973-15.4% | $155,188-32.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 10.72% | 515.49%-504.8pp | 388.13%-377.4pp | 148.84%-138.1pp |
| Employer contribution / active EE | $17,011 | $4,425+284.4% | $4,126+312.3% | $4,248+300.5% |
| Participant deferral / active EE | $12,341 | $5,706+116.3% | $5,247+135.2% | $6,531+89.0% |
| Admin fee / account holder | $64,600 | $13,245+387.7% | $11,799+447.5% | $14,480+346.1% |