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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 | $106,995 | $109,904-2.6% | $97,167+10.1% | $145,959-26.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.94% | 243.43%-229.5pp | 75.27%-61.3pp | 561.95%-548.0pp |
| Employer contribution / active EE | $9,986 | $3,084+223.8% | $2,729+265.9% | $4,661+114.3% |
| Participant deferral / active EE | $6,752 | $4,676+44.4% | $4,264+58.4% | $6,689+0.9% |
| Admin fee / account holder | $2,671 | $6,216-57.0% | $5,650-52.7% | $13,398-80.1% |