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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 | $109,794 | $149,040-26.3% | $120,225-8.7% | $137,256-20.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 22.58% | 605.68%-583.1pp | 439.23%-416.6pp | 220.34%-197.8pp |
| Employer contribution / active EE | $9,601 | $4,350+120.7% | $3,475+176.2% | $4,156+131.0% |
| Participant deferral / active EE | $17,750 | $4,655+281.3% | $3,999+343.9% | $6,407+177.0% |
| Admin fee / account holder | $959 | $6,348-84.9% | $5,696-83.2% | $12,270-92.2% |