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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 | $88,778+86.0% | $81,844+101.7% | $145,884+13.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 24.90% | 1033.03%-1008.1pp | 778.87%-754.0pp | 551.85%-526.9pp |
| Employer contribution / active EE | $10,700 | $3,087+246.6% | $2,916+266.9% | $4,662+129.5% |
| Participant deferral / active EE | $7,485 | $4,648+61.0% | $4,323+73.1% | $6,690+11.9% |
| Admin fee / account holder | $1,295 | $8,430-84.6% | $7,355-82.4% | $13,392-90.3% |