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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 | $115,709 | $88,778+30.3% | $81,844+41.4% | $145,884-20.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 23.26% | 1033.03%-1009.8pp | 778.87%-755.6pp | 551.85%-528.6pp |
| Employer contribution / active EE | $7,564 | $3,087+145.0% | $2,916+159.4% | $4,662+62.2% |
| Participant deferral / active EE | $9,514 | $4,648+104.7% | $4,323+120.1% | $6,690+42.2% |
| Admin fee / account holder | $3,294 | $8,430-60.9% | $7,355-55.2% | $13,392-75.4% |