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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 | $81,733 | $70,121+16.6% | $63,803+28.1% | $138,895-41.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 12.92% | 946.48%-933.6pp | 543.72%-530.8pp | 145.39%-132.5pp |
| Employer contribution / active EE | $6,174 | $2,882+114.2% | $2,532+143.8% | $4,194+47.2% |
| Participant deferral / active EE | $11,873 | $4,535+161.8% | $3,843+208.9% | $6,396+85.6% |
| Admin fee / account holder | $1,088 | $6,738-83.8% | $5,196-79.1% | $12,562-91.3% |