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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 | $84,723 | $156,963-46.0% | $121,204-30.1% | $139,466-39.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.80% | 1476.75%-1459.9pp | 987.18%-970.4pp | 373.66%-356.9pp |
| Employer contribution / active EE | $19,357 | $5,544+249.1% | $4,170+364.2% | $4,754+307.2% |
| Participant deferral / active EE | $12,399 | $4,848+155.8% | $4,083+203.7% | $6,712+84.7% |
| Admin fee / account holder | $4,151 | $6,953-40.3% | $5,651-26.6% | $11,409-63.6% |