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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 | $97,049 | $88,778+9.3% | $81,844+18.6% | $145,884-33.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.55% | 1033.03%-1019.5pp | 778.87%-765.3pp | 551.85%-538.3pp |
| Employer contribution / active EE | $9,660 | $3,087+212.9% | $2,916+231.2% | $4,662+107.2% |
| Participant deferral / active EE | $6,551 | $4,648+40.9% | $4,323+51.5% | $6,690-2.1% |
| Admin fee / account holder | $1,637 | $8,430-80.6% | $7,355-77.7% | $13,392-87.8% |