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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 | $114,751 | $104,577+9.7% | $76,667+49.7% | $152,909-25.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 22.59% | 1014.36%-991.8pp | 1166.74%-1144.1pp | 345.46%-322.9pp |
| Employer contribution / active EE | $3,419 | $3,119+9.6% | $2,303+48.5% | $4,764-28.2% |
| Participant deferral / active EE | $6,717 | $4,237+58.5% | $3,336+101.4% | $5,851+14.8% |
| Admin fee / account holder | $2,189 | $12,290-82.2% | $6,423-65.9% | $11,601-81.1% |