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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 | $106,044 | $102,595+3.4% | $94,057+12.7% | $154,746-31.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.75% | 583.42%-568.7pp | 480.62%-465.9pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,705 | $3,147-45.8% | $2,933-41.9% | $4,379-61.1% |
| Participant deferral / active EE | $15,667 | $5,118+206.1% | $4,709+232.7% | $6,730+132.8% |
| Admin fee / account holder | $813 | $7,736-89.5% | $7,244-88.8% | $14,365-94.3% |