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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 | $139,189 | $88,710+56.9% | $81,783+70.2% | $145,959-4.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.97% | 1027.26%-1014.3pp | 775.05%-762.1pp | 561.95%-549.0pp |
| Employer contribution / active EE | $10,000 | $3,083+224.3% | $2,913+243.3% | $4,661+114.6% |
| Participant deferral / active EE | $10,000 | $4,645+115.3% | $4,320+131.5% | $6,689+49.5% |
| Admin fee / account holder | $678 | $8,407-91.9% | $7,380-90.8% | $13,398-94.9% |