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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 | $98,323 | $88,778+10.8% | $81,844+20.1% | $145,884-32.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.55% | 1033.03%-1017.5pp | 778.87%-763.3pp | 551.85%-536.3pp |
| Employer contribution / active EE | $11,655 | $3,087+277.6% | $2,916+299.6% | $4,662+150.0% |
| Participant deferral / active EE | $10,757 | $4,648+131.4% | $4,323+148.8% | $6,690+60.8% |
| Admin fee / account holder | $1,980 | $8,430-76.5% | $7,355-73.1% | $13,392-85.2% |