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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 | $118,910 | $88,754+34.0% | $81,820+45.3% | $145,877-18.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.56% | 1031.77%-1014.2pp | 777.93%-760.4pp | 551.28%-533.7pp |
| Employer contribution / active EE | $13,769 | $3,085+346.3% | $2,915+372.3% | $4,663+195.3% |
| Participant deferral / active EE | $11,787 | $4,648+153.6% | $4,323+172.7% | $6,691+76.2% |
| Admin fee / account holder | $1,479 | $8,424-82.4% | $7,391-80.0% | $13,402-89.0% |