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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 | $109,519 | $88,778+23.4% | $81,844+33.8% | $145,884-24.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.81% | 1033.03%-1014.2pp | 778.87%-760.1pp | 551.85%-533.0pp |
| Employer contribution / active EE | $4,744 | $3,087+53.7% | $2,916+62.6% | $4,662+1.7% |
| Participant deferral / active EE | $5,565 | $4,648+19.7% | $4,323+28.7% | $6,690-16.8% |
| Admin fee / account holder | $2,123 | $8,430-74.8% | $7,355-71.1% | $13,392-84.1% |