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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 | $94,112 | $114,073-17.5% | $96,161-2.1% | $167,518-43.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.98% | 189.95%-174.0pp | 192.01%-176.0pp | 478.71%-462.7pp |
| Employer contribution / active EE | $18,494 | $3,428+439.4% | $2,798+560.9% | $4,838+282.2% |
| Participant deferral / active EE | $16,891 | $5,195+225.1% | $4,349+288.4% | $6,342+166.3% |
| Admin fee / account holder | $5,882 | $6,899-14.7% | $5,538+6.2% | $12,312-52.2% |