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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 | $86,166 | $88,778-2.9% | $81,844+5.3% | $145,884-40.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.16% | 1033.03%-1020.9pp | 778.87%-766.7pp | 551.85%-539.7pp |
| Employer contribution / active EE | $4,009 | $3,087+29.9% | $2,916+37.5% | $4,662-14.0% |
| Participant deferral / active EE | $11,657 | $4,648+150.8% | $4,323+169.6% | $6,690+74.2% |
| Admin fee / account holder | $1,221 | $8,430-85.5% | $7,355-83.4% | $13,392-90.9% |