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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 | $95,977 | $100,938-4.9% | $90,461+6.1% | $158,982-39.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.97% | 1727.20%-1715.2pp | 1294.76%-1282.8pp | 302.99%-291.0pp |
| Employer contribution / active EE | $11,762 | $3,691+218.6% | $3,264+260.4% | $4,763+147.0% |
| Participant deferral / active EE | $9,100 | $4,350+109.2% | $3,964+129.5% | $5,983+52.1% |
| Admin fee / account holder | $5,495 | $6,510-15.6% | $5,617-2.2% | $11,252-51.2% |