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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 | $94,369 | $100,938-6.5% | $90,461+4.3% | $158,982-40.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.96% | 1727.20%-1712.2pp | 1294.76%-1279.8pp | 302.99%-288.0pp |
| Employer contribution / active EE | $11,920 | $3,691+222.9% | $3,264+265.2% | $4,763+150.3% |
| Participant deferral / active EE | $10,160 | $4,350+133.6% | $3,964+156.3% | $5,983+69.8% |
| Admin fee / account holder | $2,261 | $6,510-65.3% | $5,617-59.7% | $11,252-79.9% |