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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 | $84,910 | $88,778-4.4% | $81,844+3.7% | $145,884-41.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.90% | 1033.03%-1021.1pp | 778.87%-767.0pp | 551.85%-540.0pp |
| Employer contribution / active EE | $5,446 | $3,087+76.4% | $2,916+86.7% | $4,662+16.8% |
| Participant deferral / active EE | $4,924 | $4,648+5.9% | $4,323+13.9% | $6,690-26.4% |
| Admin fee / account holder | $9,405 | $8,430+11.6% | $7,355+27.9% | $13,392-29.8% |