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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 | $88,710+10.8% | $81,783+20.2% | $145,959-32.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.55% | 1027.26%-1011.7pp | 775.05%-759.5pp | 561.95%-546.4pp |
| Employer contribution / active EE | $11,655 | $3,083+278.0% | $2,913+300.2% | $4,661+150.1% |
| Participant deferral / active EE | $10,757 | $4,645+131.6% | $4,320+149.0% | $6,689+60.8% |
| Admin fee / account holder | $1,980 | $8,407-76.4% | $7,380-73.2% | $13,398-85.2% |