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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 | $98,007 | $110,093-11.0% | $97,295+0.7% | $145,897-32.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.60% | 244.76%-233.2pp | 75.62%-64.0pp | 552.29%-540.7pp |
| Employer contribution / active EE | $37,302 | $3,077+1112.2% | $2,723+1270.0% | $4,663+700.0% |
| Participant deferral / active EE | $17,250 | $4,678+268.8% | $4,264+304.6% | $6,689+157.9% |
| Admin fee / account holder | $608 | $6,212-90.2% | $5,646-89.2% | $13,390-95.5% |