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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 | $104,914 | $88,754+18.2% | $81,820+28.2% | $145,877-28.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.23% | 1031.77%-1018.5pp | 777.93%-764.7pp | 551.28%-538.1pp |
| Employer contribution / active EE | $6,338 | $3,085+105.4% | $2,915+117.4% | $4,663+35.9% |
| Participant deferral / active EE | $11,270 | $4,648+142.5% | $4,323+160.7% | $6,691+68.4% |
| Admin fee / account holder | $1,813 | $8,424-78.5% | $7,391-75.5% | $13,402-86.5% |