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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 | $146,228 | $102,595+42.5% | $94,057+55.5% | $154,746-5.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 18.65% | 583.42%-564.8pp | 480.62%-462.0pp | 172.34%-153.7pp |
| Employer contribution / active EE | $17,261 | $3,147+448.4% | $2,933+488.5% | $4,379+294.2% |
| Participant deferral / active EE | $7,300 | $5,118+42.6% | $4,709+55.0% | $6,730+8.5% |
| Admin fee / account holder | $22,906 | $7,736+196.1% | $7,244+216.2% | $14,365+59.5% |