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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 | $88,778+12.5% | $81,844+22.0% | $145,884-31.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.33% | 1033.03%-1022.7pp | 778.87%-768.5pp | 551.85%-541.5pp |
| Employer contribution / active EE | $6,616 | $3,087+114.3% | $2,916+126.8% | $4,662+41.9% |
| Participant deferral / active EE | $16,178 | $4,648+248.0% | $4,323+274.2% | $6,690+141.8% |
| Admin fee / account holder | $1,029 | $8,430-87.8% | $7,355-86.0% | $13,392-92.3% |