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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 | $108,535 | $90,530+19.9% | $76,030+42.8% | $145,897-25.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 19.74% | 625.08%-605.3pp | 361.54%-341.8pp | 552.29%-532.5pp |
| Employer contribution / active EE | $5,599 | $3,319+68.7% | $2,688+108.3% | $4,663+20.1% |
| Participant deferral / active EE | $6,617 | $5,164+28.1% | $4,257+55.4% | $6,689-1.1% |
| Admin fee / account holder | $1,636 | $8,383-80.5% | $6,421-74.5% | $13,390-87.8% |