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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 | $163,074 | $88,778+83.7% | $81,844+99.3% | $145,884+11.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.94% | 1033.03%-1022.1pp | 778.87%-767.9pp | 551.85%-540.9pp |
| Employer contribution / active EE | $3,987 | $3,087+29.2% | $2,916+36.7% | $4,662-14.5% |
| Participant deferral / active EE | $7,992 | $4,648+71.9% | $4,323+84.8% | $6,690+19.5% |
| Admin fee / account holder | $1,250 | $8,430-85.2% | $7,355-83.0% | $13,392-90.7% |