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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 | $115,154 | $88,754+29.7% | $81,820+40.7% | $145,877-21.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.63% | 1031.77%-1011.1pp | 777.93%-757.3pp | 551.28%-530.7pp |
| Employer contribution / active EE | $3,579 | $3,085+16.0% | $2,915+22.8% | $4,663-23.2% |
| Participant deferral / active EE | $1,215 | $4,648-73.9% | $4,323-71.9% | $6,691-81.8% |
| Admin fee / account holder | $4,863 | $8,424-42.3% | $7,391-34.2% | $13,402-63.7% |