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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 | $103,683 | $90,530+14.5% | $76,030+36.4% | $145,897-28.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.04% | 625.08%-611.0pp | 361.54%-347.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $3,598 | $3,319+8.4% | $2,688+33.9% | $4,663-22.8% |
| Participant deferral / active EE | $11,994 | $5,164+132.2% | $4,257+181.7% | $6,689+79.3% |
| Admin fee / account holder | $320 | $8,383-96.2% | $6,421-95.0% | $13,390-97.6% |