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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 | $86,396 | $96,361-10.3% | $80,607+7.2% | $139,456-38.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.12% | 1350.95%-1335.8pp | 936.11%-921.0pp | 373.45%-358.3pp |
| Employer contribution / active EE | $13,788 | $3,262+322.6% | $2,724+406.1% | $4,753+190.1% |
| Participant deferral / active EE | $6,750 | $5,232+29.0% | $4,448+51.8% | $6,711+0.6% |
| Admin fee / account holder | $469 | $6,601-92.9% | $5,379-91.3% | $11,407-95.9% |