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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 | $111,511 | $101,672+9.7% | $147,117-24.2% | $74,478+49.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 13.44% | 8757.83%-8744.4pp | 420.54%-407.1pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $5,842 | $3,813+53.2% | $4,932+18.4% | $2,626+122.4% |
| Participant deferral / active EE | $10,926 | $7,305+49.6% | $8,065+35.5% | $4,350+151.1% |
| Admin fee / account holder | $5,579 | $1,753+218.2% | $12,993-57.1% | $1,946+186.7% |