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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 | $88,754+41.0% | $81,820+53.0% | $145,877-14.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.23% | 1031.77%-1014.5pp | 777.93%-760.7pp | 551.28%-534.1pp |
| Employer contribution / active EE | $14,097 | $3,085+356.9% | $2,915+383.6% | $4,663+202.3% |
| Participant deferral / active EE | $10,050 | $4,648+116.2% | $4,323+132.5% | $6,691+50.2% |
| Admin fee / account holder | $4,813 | $8,424-42.9% | $7,391-34.9% | $13,402-64.1% |