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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 | $107,870 | $99,011+8.9% | $86,582+24.6% | $147,586-26.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 21.24% | 1312.75%-1291.5pp | 965.08%-943.8pp | 578.59%-557.3pp |
| Employer contribution / active EE | $16,467 | $3,132+425.7% | $2,839+479.9% | $4,876+237.7% |
| Participant deferral / active EE | $5,413 | $3,972+36.3% | $3,609+50.0% | $5,439-0.5% |
| Admin fee / account holder | $1,996 | $5,709-65.0% | $4,904-59.3% | $10,886-81.7% |