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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 | $83,139 | $96,419-13.8% | $80,648+3.1% | $139,487-40.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.44% | 1352.86%-1339.4pp | 937.21%-923.8pp | 373.84%-360.4pp |
| Employer contribution / active EE | $2,995 | $3,261-8.2% | $2,724+10.0% | $4,755-37.0% |
| Participant deferral / active EE | $8,148 | $5,225+55.9% | $4,443+83.4% | $6,713+21.4% |
| Admin fee / account holder | $20,480 | $6,605+210.1% | $5,382+280.5% | $11,407+79.5% |