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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 | $104,660 | $90,607+15.5% | $79,467+31.7% | $135,380-22.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 12.73% | 977.74%-965.0pp | 718.30%-705.6pp | 519.81%-507.1pp |
| Employer contribution / active EE | $7,070 | $3,068+130.5% | $2,800+152.5% | $4,779+47.9% |
| Participant deferral / active EE | $5,882 | $4,050+45.2% | $3,704+58.8% | $5,609+4.9% |
| Admin fee / account holder | $640 | $5,895-89.1% | $5,104-87.5% | $10,828-94.1% |