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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 | $105,437 | $96,361+9.4% | $80,607+30.8% | $139,456-24.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 19.54% | 1350.95%-1331.4pp | 936.11%-916.6pp | 373.45%-353.9pp |
| Employer contribution / active EE | $32,670 | $3,262+901.4% | $2,724+1099.2% | $4,753+587.4% |
| Participant deferral / active EE | $14,925 | $5,232+185.3% | $4,448+235.6% | $6,711+122.4% |
| Admin fee / account holder | $622 | $6,601-90.6% | $5,379-88.4% | $11,407-94.6% |