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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 | $71,847 | $76,368-5.9% | $67,681+6.2% | $154,746-53.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 15.44% | 1066.77%-1051.3pp | 590.58%-575.1pp | 172.34%-156.9pp |
| Employer contribution / active EE | $9,560 | $3,151+203.4% | $2,678+257.0% | $4,379+118.3% |
| Participant deferral / active EE | $5,667 | $4,824+17.5% | $3,976+42.5% | $6,730-15.8% |
| Admin fee / account holder | $479 | $8,559-94.4% | $6,100-92.2% | $14,365-96.7% |