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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 | $130,502 | $97,729+33.5% | $83,830+55.7% | $135,379-3.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 8.73% | 1287.52%-1278.8pp | 850.97%-842.2pp | 519.79%-511.1pp |
| Employer contribution / active EE | $16,667 | $4,222+294.8% | $3,631+359.0% | $4,779+248.8% |
| Participant deferral / active EE | $19,328 | $4,683+312.8% | $4,082+373.5% | $5,609+244.6% |
| Admin fee / account holder | $522 | $6,674-92.2% | $5,479-90.5% | $10,828-95.2% |