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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 | $99,880 | $88,710+12.6% | $81,783+22.1% | $145,959-31.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.33% | 1027.26%-1016.9pp | 775.05%-764.7pp | 561.95%-551.6pp |
| Employer contribution / active EE | $6,616 | $3,083+114.6% | $2,913+127.1% | $4,661+41.9% |
| Participant deferral / active EE | $16,178 | $4,645+248.3% | $4,320+274.5% | $6,689+141.9% |
| Admin fee / account holder | $1,029 | $8,407-87.8% | $7,380-86.1% | $13,398-92.3% |