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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 | $95,694 | $72,465+32.1% | $67,575+41.6% | $145,884-34.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.66% | 7222.56%-7207.9pp | 3528.98%-3514.3pp | 551.85%-537.2pp |
| Employer contribution / active EE | $965 | $3,074-68.6% | $2,736-64.7% | $4,662-79.3% |
| Participant deferral / active EE | $10,857 | $4,786+126.9% | $4,003+171.2% | $6,690+62.3% |
| Admin fee / account holder | $20,496 | $5,515+271.6% | $3,993+413.3% | $13,392+53.0% |