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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 | $110,655 | $144,130-23.2% | $117,861-6.1% | $147,586-25.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 22.14% | 531.20%-509.1pp | 335.11%-313.0pp | 578.59%-556.5pp |
| Employer contribution / active EE | $18,333 | $4,897+274.4% | $3,786+384.2% | $4,876+276.0% |
| Participant deferral / active EE | $2,180 | $5,316-59.0% | $4,482-51.4% | $5,439-59.9% |
| Admin fee / account holder | $362 | $10,887-96.7% | $8,021-95.5% | $10,886-96.7% |