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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 | $101,014 | $88,754+13.8% | $81,820+23.5% | $145,877-30.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.82% | 1031.77%-1016.0pp | 777.93%-762.1pp | 551.28%-535.5pp |
| Employer contribution / active EE | $5,101 | $3,085+65.3% | $2,915+75.0% | $4,663+9.4% |
| Participant deferral / active EE | $12,559 | $4,648+170.2% | $4,323+190.5% | $6,691+87.7% |
| Admin fee / account holder | $1,345 | $8,424-84.0% | $7,391-81.8% | $13,402-90.0% |