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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 | $101,287 | $96,419+5.0% | $80,648+25.6% | $139,487-27.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 11.57% | 1352.86%-1341.3pp | 937.21%-925.6pp | 373.84%-362.3pp |
| Employer contribution / active EE | $3,795 | $3,261+16.4% | $2,724+39.3% | $4,755-20.2% |
| Participant deferral / active EE | $4,860 | $5,225-7.0% | $4,443+9.4% | $6,713-27.6% |
| Admin fee / account holder | $1,386 | $6,605-79.0% | $5,382-74.3% | $11,407-87.9% |