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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 | $88,815+18.1% | $81,882+28.1% | $145,897-28.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.23% | 1033.75%-1020.5pp | 779.47%-766.2pp | 552.29%-539.1pp |
| Employer contribution / active EE | $6,338 | $3,086+105.4% | $2,916+117.4% | $4,663+35.9% |
| Participant deferral / active EE | $11,270 | $4,647+142.5% | $4,323+160.7% | $6,689+68.5% |
| Admin fee / account holder | $1,813 | $8,434-78.5% | $7,360-75.4% | $13,390-86.5% |