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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 | $102,595-4.5% | $94,057+4.2% | $154,746-36.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 16.67% | 583.42%-566.7pp | 480.62%-463.9pp | 172.34%-155.7pp |
| Employer contribution / active EE | $6,446 | $3,147+104.8% | $2,933+119.8% | $4,379+47.2% |
| Participant deferral / active EE | $8,651 | $5,118+69.0% | $4,709+83.7% | $6,730+28.5% |
| Admin fee / account holder | $27,055 | $7,736+249.7% | $7,244+273.5% | $14,365+88.3% |