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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 | $69,745 | $100,938-30.9% | $90,461-22.9% | $158,982-56.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.93% | 1727.20%-1711.3pp | 1294.76%-1278.8pp | 302.99%-287.1pp |
| Employer contribution / active EE | $8,038 | $3,691+117.7% | $3,264+146.3% | $4,763+68.8% |
| Participant deferral / active EE | $7,424 | $4,350+70.7% | $3,964+87.3% | $5,983+24.1% |
| Admin fee / account holder | $694 | $6,510-89.3% | $5,617-87.6% | $11,252-93.8% |