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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 | $104,513+9.8% | $76,824+49.4% | $152,870-24.9% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 22.59% | 1013.70%-991.1pp | 1166.26%-1143.7pp | 345.34%-322.8pp |
| Employer contribution / active EE | $3,419 | $3,117+9.7% | $2,302+48.5% | $4,763-28.2% |
| Participant deferral / active EE | $6,717 | $4,236+58.6% | $3,336+101.4% | $5,850+14.8% |
| Admin fee / account holder | $2,189 | $12,279-82.2% | $6,421-65.9% | $11,597-81.1% |