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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 | $165,111 | $88,815+85.9% | $81,882+101.6% | $145,897+13.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 24.90% | 1033.75%-1008.8pp | 779.47%-754.6pp | 552.29%-527.4pp |
| Employer contribution / active EE | $10,700 | $3,086+246.7% | $2,916+266.9% | $4,663+129.5% |
| Participant deferral / active EE | $7,485 | $4,647+61.1% | $4,323+73.1% | $6,689+11.9% |
| Admin fee / account holder | $1,295 | $8,434-84.6% | $7,360-82.4% | $13,390-90.3% |