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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 | $103,925 | $96,419+7.8% | $80,648+28.9% | $139,487-25.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.72% | 1352.86%-1339.1pp | 937.21%-923.5pp | 373.84%-360.1pp |
| Employer contribution / active EE | $4,497 | $3,261+37.9% | $2,724+65.1% | $4,755-5.4% |
| Participant deferral / active EE | $10,204 | $5,225+95.3% | $4,443+129.7% | $6,713+52.0% |
| Admin fee / account holder | $18,116 | $6,605+174.3% | $5,382+236.6% | $11,407+58.8% |