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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 | $104,175 | $171,492-39.3% | $150,734-30.9% | $198,609-47.5% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 17.32% | 804.70%-787.4pp | 600.81%-583.5pp | 202.70%-185.4pp |
| Employer contribution / active EE | $6,914 | $5,470+26.4% | $4,918+40.6% | $5,055+36.8% |
| Participant deferral / active EE | $10,949 | $6,259+74.9% | $5,610+95.2% | $6,977+56.9% |
| Admin fee / account holder | $2,173 | $17,628-87.7% | $14,905-85.4% | $19,030-88.6% |