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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 | $160,211 | $88,815+80.4% | $81,882+95.7% | $145,897+9.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.91% | 1033.75%-1022.8pp | 779.47%-768.6pp | 552.29%-541.4pp |
| Employer contribution / active EE | $26,360 | $3,086+754.1% | $2,916+804.0% | $4,663+465.4% |
| Participant deferral / active EE | $21,297 | $4,647+358.3% | $4,323+392.6% | $6,689+218.4% |
| Admin fee / account holder | $1,098 | $8,434-87.0% | $7,360-85.1% | $13,390-91.8% |