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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 | $98,017 | $72,071+36.0% | $68,368+43.4% | $137,256-28.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.67% | 353.14%-336.5pp | 292.57%-275.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $6,446 | $2,788+131.2% | $2,649+143.3% | $4,156+55.1% |
| Participant deferral / active EE | $8,651 | $4,410+96.2% | $4,123+109.8% | $6,407+35.0% |
| Admin fee / account holder | $27,055 | $5,336+407.1% | $5,150+425.4% | $12,270+120.5% |