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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 | $176,931 | $88,815+99.2% | $81,882+116.1% | $145,897+21.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.19% | 1033.75%-1022.6pp | 779.47%-768.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $9,618 | $3,086+211.6% | $2,916+229.8% | $4,663+106.3% |
| Participant deferral / active EE | $6,467 | $4,647+39.1% | $4,323+49.6% | $6,689-3.3% |
| Admin fee / account holder | $2,392 | $8,434-71.6% | $7,360-67.5% | $13,390-82.1% |