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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 | $130,123 | $88,778+46.6% | $81,844+59.0% | $145,884-10.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.39% | 1033.03%-1018.6pp | 778.87%-764.5pp | 551.85%-537.5pp |
| Employer contribution / active EE | $8,037 | $3,087+160.4% | $2,916+175.6% | $4,662+72.4% |
| Participant deferral / active EE | $15,574 | $4,648+235.0% | $4,323+260.2% | $6,690+132.8% |
| Admin fee / account holder | $310 | $8,430-96.3% | $7,355-95.8% | $13,392-97.7% |