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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 | $105,507 | $100,911+4.6% | $90,440+16.7% | $158,966-33.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 25.60% | 1726.62%-1701.0pp | 1294.38%-1268.8pp | 302.95%-277.3pp |
| Employer contribution / active EE | $6,558 | $3,690+77.7% | $3,263+101.0% | $4,762+37.7% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $321 | $6,507-95.1% | $5,615-94.3% | $11,250-97.1% |