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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 | $114,664 | $88,815+29.1% | $81,882+40.0% | $145,897-21.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.16% | 1033.75%-1015.6pp | 779.47%-761.3pp | 552.29%-534.1pp |
| Employer contribution / active EE | $1,870 | $3,086-39.4% | $2,916-35.9% | $4,663-59.9% |
| Participant deferral / active EE | $10,825 | $4,647+132.9% | $4,323+150.4% | $6,689+61.8% |
| Admin fee / account holder | $541 | $8,434-93.6% | $7,360-92.6% | $13,390-96.0% |