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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 | $131,583 | $102,595+28.3% | $94,057+39.9% | $154,746-15.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 18.86% | 583.42%-564.6pp | 480.62%-461.8pp | 172.34%-153.5pp |
| Employer contribution / active EE | $2,519 | $3,147-20.0% | $2,933-14.1% | $4,379-42.5% |
| Participant deferral / active EE | $12,318 | $5,118+140.7% | $4,709+161.6% | $6,730+83.0% |
| Admin fee / account holder | $1,255 | $7,736-83.8% | $7,244-82.7% | $14,365-91.3% |