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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 | $129,294 | $88,778+45.6% | $81,844+58.0% | $145,884-11.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.91% | 1033.03%-1016.1pp | 778.87%-762.0pp | 551.85%-534.9pp |
| Employer contribution / active EE | $2,646 | $3,087-14.3% | $2,916-9.3% | $4,662-43.3% |
| Participant deferral / active EE | $11,140 | $4,648+139.6% | $4,323+157.7% | $6,690+66.5% |
| Admin fee / account holder | $8,842 | $8,430+4.9% | $7,355+20.2% | $13,392-34.0% |