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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 | $107,864 | $104,953+2.8% | $84,637+27.4% | $152,909-29.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 26.92% | 373.94%-347.0pp | 258.82%-231.9pp | 345.46%-318.5pp |
| Employer contribution / active EE | $10,107 | $3,304+205.9% | $2,653+280.9% | $4,764+112.2% |
| Participant deferral / active EE | $19,572 | $4,691+317.3% | $3,900+401.8% | $5,851+234.5% |
| Admin fee / account holder | $535 | $6,244-91.4% | $4,914-89.1% | $11,601-95.4% |