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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 | $102,457 | $102,663-0.2% | $86,216+18.8% | $139,466-26.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 17.77% | 1924.52%-1906.7pp | 1169.42%-1151.6pp | 373.66%-355.9pp |
| Employer contribution / active EE | $8,052 | $3,035+165.3% | $2,382+238.1% | $4,754+69.4% |
| Participant deferral / active EE | $3,480 | $4,677-25.6% | $3,986-12.7% | $6,712-48.1% |
| Admin fee / account holder | $1,344 | $8,663-84.5% | $6,853-80.4% | $11,409-88.2% |