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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 | $104,365 | $99,011+5.4% | $86,582+20.5% | $147,586-29.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 21.12% | 1312.75%-1291.6pp | 965.08%-944.0pp | 578.59%-557.5pp |
| Employer contribution / active EE | $8,299 | $3,132+165.0% | $2,839+192.3% | $4,876+70.2% |
| Participant deferral / active EE | $7,651 | $3,972+92.6% | $3,609+112.0% | $5,439+40.7% |
| Admin fee / account holder | $7,513 | $5,709+31.6% | $4,904+53.2% | $10,886-31.0% |