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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 | $88,754+56.8% | $81,820+70.1% | $145,877-4.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.97% | 1031.77%-1018.8pp | 777.93%-765.0pp | 551.28%-538.3pp |
| Employer contribution / active EE | $10,000 | $3,085+224.1% | $2,915+243.1% | $4,663+114.5% |
| Participant deferral / active EE | $10,000 | $4,648+115.2% | $4,323+131.3% | $6,691+49.5% |
| Admin fee / account holder | $678 | $8,424-92.0% | $7,391-90.8% | $13,402-94.9% |