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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 | $124,990 | $96,388+29.7% | $80,627+55.0% | $139,466-10.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.41% | 1352.08%-1333.7pp | 936.76%-918.3pp | 373.66%-355.3pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $14,738 | $5,224+182.1% | $4,443+231.7% | $6,712+119.6% |
| Admin fee / account holder | $7,302 | $6,603+10.6% | $5,381+35.7% | $11,409-36.0% |