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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 | $104,236 | $107,363-2.9% | $92,909+12.2% | $152,897-31.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.09% | 145.63%-123.5pp | 109.44%-87.3pp | 345.43%-323.3pp |
| Employer contribution / active EE | $12,828 | $4,222+203.8% | $3,653+251.1% | $4,764+169.3% |
| Participant deferral / active EE | $12,084 | $4,848+149.3% | $4,238+185.1% | $5,851+106.5% |
| Admin fee / account holder | $831 | $7,082-88.3% | $5,795-85.7% | $11,599-92.8% |