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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 | $100,645 | $96,388+4.4% | $80,627+24.8% | $139,466-27.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.54% | 1352.08%-1336.5pp | 936.76%-921.2pp | 373.66%-358.1pp |
| Employer contribution / active EE | $7,903 | $3,260+142.4% | $2,723+190.3% | $4,754+66.2% |
| Participant deferral / active EE | $8,291 | $5,224+58.7% | $4,443+86.6% | $6,712+23.5% |
| Admin fee / account holder | $1,269 | $6,603-80.8% | $5,381-76.4% | $11,409-88.9% |