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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 | $106,552 | $99,009+7.6% | $86,581+23.1% | $147,585-27.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.74% | 1312.70%-1302.0pp | 965.06%-954.3pp | 578.58%-567.8pp |
| Employer contribution / active EE | $6,363 | $3,132+103.1% | $2,840+124.1% | $4,876+30.5% |
| Participant deferral / active EE | $11,618 | $3,972+192.5% | $3,609+221.9% | $5,439+113.6% |
| Admin fee / account holder | $24,078 | $5,709+321.8% | $4,904+391.0% | $10,886+121.2% |