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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 | $105,271 | $124,175-15.2% | $108,405-2.9% | $167,536-37.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 24.82% | 1380.13%-1355.3pp | 905.55%-880.7pp | 478.82%-454.0pp |
| Employer contribution / active EE | $4,404 | $4,188+5.2% | $3,559+23.7% | $4,839-9.0% |
| Participant deferral / active EE | $11,457 | $6,908+65.8% | $6,563+74.6% | $6,342+80.6% |
| Admin fee / account holder | $2,735 | $9,457-71.1% | $7,297-62.5% | $12,315-77.8% |