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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 | $100,936 | $88,815+13.6% | $81,882+23.3% | $145,897-30.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.69% | 1033.75%-1024.1pp | 779.47%-769.8pp | 552.29%-542.6pp |
| Employer contribution / active EE | $8,230 | $3,086+166.7% | $2,916+182.2% | $4,663+76.5% |
| Participant deferral / active EE | $10,829 | $4,647+133.0% | $4,323+150.5% | $6,689+61.9% |
| Admin fee / account holder | $17,968 | $8,434+113.0% | $7,360+144.1% | $13,390+34.2% |