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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 | $108,898 | $88,754+22.7% | $81,820+33.1% | $145,877-25.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.42% | 1031.77%-1017.3pp | 777.93%-763.5pp | 551.28%-536.9pp |
| Employer contribution / active EE | $4,812 | $3,085+56.0% | $2,915+65.1% | $4,663+3.2% |
| Participant deferral / active EE | $7,153 | $4,648+53.9% | $4,323+65.5% | $6,691+6.9% |
| Admin fee / account holder | $794 | $8,424-90.6% | $7,391-89.3% | $13,402-94.1% |