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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 | $131,193 | $96,419+36.1% | $80,648+62.7% | $139,487-5.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.79% | 1352.86%-1339.1pp | 937.21%-923.4pp | 373.84%-360.1pp |
| Employer contribution / active EE | $2,026 | $3,261-37.9% | $2,724-25.6% | $4,755-57.4% |
| Participant deferral / active EE | $6,352 | $5,225+21.6% | $4,443+43.0% | $6,713-5.4% |
| Admin fee / account holder | $14,073 | $6,605+113.1% | $5,382+161.5% | $11,407+23.4% |