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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 | $80,160 | $88,815-9.7% | $81,882-2.1% | $145,897-45.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.30% | 1033.75%-1020.4pp | 779.47%-766.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $5,085 | $3,086+64.7% | $2,916+74.4% | $4,663+9.0% |
| Participant deferral / active EE | $2,135 | $4,647-54.1% | $4,323-50.6% | $6,689-68.1% |
| Admin fee / account holder | $1,484 | $8,434-82.4% | $7,360-79.8% | $13,390-88.9% |