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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 | $102,824 | $154,754-33.6% | $124,206-17.2% | $138,895-26.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 20.81% | 709.28%-688.5pp | 515.27%-494.5pp | 145.39%-124.6pp |
| Employer contribution / active EE | $24,330 | $4,446+447.2% | $3,540+587.2% | $4,194+480.1% |
| Participant deferral / active EE | $3,321 | $4,621-28.1% | $3,968-16.3% | $6,396-48.1% |
| Admin fee / account holder | $2,247 | $6,690-66.4% | $5,929-62.1% | $12,562-82.1% |