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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 | $102,203 | $99,011+3.2% | $86,582+18.0% | $147,586-30.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.10% | 1312.75%-1294.6pp | 965.08%-947.0pp | 578.59%-560.5pp |
| Employer contribution / active EE | $9,232 | $3,132+194.7% | $2,839+225.1% | $4,876+89.3% |
| Participant deferral / active EE | $9,232 | $3,972+132.4% | $3,609+155.8% | $5,439+69.7% |
| Admin fee / account holder | $45,555 | $5,709+698.0% | $4,904+828.9% | $10,886+318.5% |