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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 | $89,617 | $90,691-1.2% | $76,119+17.7% | $145,884-38.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.57% | 624.52%-611.0pp | 361.25%-347.7pp | 551.85%-538.3pp |
| Employer contribution / active EE | $12,139 | $3,329+264.7% | $2,693+350.8% | $4,662+160.4% |
| Participant deferral / active EE | $9,731 | $5,167+88.3% | $4,259+128.5% | $6,690+45.5% |
| Admin fee / account holder | $431 | $8,383-94.9% | $6,421-93.3% | $13,392-96.8% |