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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 | $88,778+48.4% | $81,844+61.0% | $145,884-9.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.20% | 1033.03%-1017.8pp | 778.87%-763.7pp | 551.85%-536.7pp |
| Employer contribution / active EE | $10,159 | $3,087+229.1% | $2,916+248.4% | $4,662+117.9% |
| Participant deferral / active EE | $6,170 | $4,648+32.7% | $4,323+42.7% | $6,690-7.8% |
| Admin fee / account holder | $827 | $8,430-90.2% | $7,355-88.8% | $13,392-93.8% |