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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 | $131,791 | $88,815+48.4% | $81,882+61.0% | $145,897-9.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.20% | 1033.75%-1018.6pp | 779.47%-764.3pp | 552.29%-537.1pp |
| Employer contribution / active EE | $10,159 | $3,086+229.2% | $2,916+248.4% | $4,663+117.9% |
| Participant deferral / active EE | $6,170 | $4,647+32.8% | $4,323+42.7% | $6,689-7.8% |
| Admin fee / account holder | $827 | $8,434-90.2% | $7,360-88.8% | $13,390-93.8% |