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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 | $96,845 | $102,595-5.6% | $94,057+3.0% | $154,746-37.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.51% | 583.42%-568.9pp | 480.62%-466.1pp | 172.34%-157.8pp |
| Employer contribution / active EE | $14,034 | $3,147+345.9% | $2,933+378.5% | $4,379+220.5% |
| Participant deferral / active EE | $11,919 | $5,118+132.9% | $4,709+153.1% | $6,730+77.1% |
| Admin fee / account holder | $903 | $7,736-88.3% | $7,244-87.5% | $14,365-93.7% |