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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 | $97,027 | $88,754+9.3% | $81,820+18.6% | $145,877-33.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.77% | 1031.77%-1020.0pp | 777.93%-766.2pp | 551.28%-539.5pp |
| Employer contribution / active EE | $1,375 | $3,085-55.4% | $2,915-52.8% | $4,663-70.5% |
| Participant deferral / active EE | $26,749 | $4,648+475.5% | $4,323+518.8% | $6,691+299.8% |
| Admin fee / account holder | $22,183 | $8,424+163.3% | $7,391+200.1% | $13,402+65.5% |