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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 | $99,427 | $88,778+12.0% | $81,844+21.5% | $145,884-31.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.30% | 1033.03%-1020.7pp | 778.87%-766.6pp | 551.85%-539.5pp |
| Employer contribution / active EE | $7,966 | $3,087+158.1% | $2,916+173.1% | $4,662+70.9% |
| Participant deferral / active EE | $13,457 | $4,648+189.5% | $4,323+211.2% | $6,690+101.2% |
| Admin fee / account holder | $862 | $8,430-89.8% | $7,355-88.3% | $13,392-93.6% |