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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 | $100,672 | $102,595-1.9% | $94,057+7.0% | $154,746-34.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.85% | 583.42%-568.6pp | 480.62%-465.8pp | 172.34%-157.5pp |
| Employer contribution / active EE | $2,958 | $3,147-6.0% | $2,933+0.8% | $4,379-32.5% |
| Participant deferral / active EE | $2,958 | $5,118-42.2% | $4,709-37.2% | $6,730-56.0% |
| Admin fee / account holder | $1,138 | $7,736-85.3% | $7,244-84.3% | $14,365-92.1% |