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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 | $125,163 | $88,815+40.9% | $81,882+52.9% | $145,897-14.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.23% | 1033.75%-1016.5pp | 779.47%-762.2pp | 552.29%-535.1pp |
| Employer contribution / active EE | $14,097 | $3,086+356.8% | $2,916+383.4% | $4,663+202.3% |
| Participant deferral / active EE | $10,050 | $4,647+116.3% | $4,323+132.5% | $6,689+50.2% |
| Admin fee / account holder | $4,813 | $8,434-42.9% | $7,360-34.6% | $13,390-64.1% |