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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 | $106,164 | $96,419+10.1% | $80,648+31.6% | $139,487-23.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.54% | 1352.86%-1338.3pp | 937.21%-922.7pp | 373.84%-359.3pp |
| Employer contribution / active EE | $1,770 | $3,261-45.7% | $2,724-35.0% | $4,755-62.8% |
| Participant deferral / active EE | $3,106 | $5,225-40.6% | $4,443-30.1% | $6,713-53.7% |
| Admin fee / account holder | $5,017 | $6,605-24.0% | $5,382-6.8% | $11,407-56.0% |