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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 | $89,684 | $90,691-1.1% | $76,119+17.8% | $145,884-38.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 17.66% | 624.52%-606.9pp | 361.25%-343.6pp | 551.85%-534.2pp |
| Employer contribution / active EE | $10,571 | $3,329+217.6% | $2,693+292.6% | $4,662+126.7% |
| Participant deferral / active EE | $12,264 | $5,167+137.3% | $4,259+187.9% | $6,690+83.3% |
| Admin fee / account holder | $6,700 | $8,383-20.1% | $6,421+4.3% | $13,392-50.0% |