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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 | $123,674 | $102,595+20.5% | $94,057+31.5% | $154,746-20.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 17.40% | 583.42%-566.0pp | 480.62%-463.2pp | 172.34%-154.9pp |
| Employer contribution / active EE | $6,864 | $3,147+118.1% | $2,933+134.0% | $4,379+56.8% |
| Participant deferral / active EE | $7,564 | $5,118+47.8% | $4,709+60.6% | $6,730+12.4% |
| Admin fee / account holder | $2,445 | $7,736-68.4% | $7,244-66.3% | $14,365-83.0% |