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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 | $105,842 | $124,175-14.8% | $108,405-2.4% | $167,536-36.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.65% | 1380.13%-1362.5pp | 905.55%-887.9pp | 478.82%-461.2pp |
| Employer contribution / active EE | $6,981 | $4,188+66.7% | $3,559+96.1% | $4,839+44.3% |
| Participant deferral / active EE | $9,368 | $6,908+35.6% | $6,563+42.7% | $6,342+47.7% |
| Admin fee / account holder | $1,214 | $9,457-87.2% | $7,297-83.4% | $12,315-90.1% |