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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 | $123,483 | $88,778+39.1% | $81,844+50.9% | $145,884-15.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.72% | 1033.03%-1020.3pp | 778.87%-766.1pp | 551.85%-539.1pp |
| Employer contribution / active EE | $11,728 | $3,087+279.9% | $2,916+302.1% | $4,662+151.5% |
| Participant deferral / active EE | $6,490 | $4,648+39.6% | $4,323+50.1% | $6,690-3.0% |
| Admin fee / account holder | $4,438 | $8,430-47.4% | $7,355-39.7% | $13,392-66.9% |