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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 | $116,308 | $97,761+19.0% | $83,850+38.7% | $135,382-14.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 1.69% | 1287.44%-1285.8pp | 850.92%-849.2pp | 519.77%-518.1pp |
| Employer contribution / active EE | $11,364 | $4,222+169.2% | $3,631+213.0% | $4,779+137.8% |
| Participant deferral / active EE | $3,458 | $4,682-26.2% | $4,082-15.3% | $5,609-38.4% |
| Admin fee / account holder | $950 | $6,674-85.8% | $5,478-82.7% | $10,829-91.2% |