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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 | $88,754+80.5% | $81,820+95.8% | $145,877+9.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.91% | 1031.77%-1020.9pp | 777.93%-767.0pp | 551.28%-540.4pp |
| Employer contribution / active EE | $26,360 | $3,085+754.4% | $2,915+804.3% | $4,663+465.3% |
| Participant deferral / active EE | $21,297 | $4,648+358.2% | $4,323+392.7% | $6,691+218.3% |
| Admin fee / account holder | $1,098 | $8,424-87.0% | $7,391-85.1% | $13,402-91.8% |