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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 | $88,815+33.9% | $81,882+45.2% | $145,897-18.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.56% | 1033.75%-1016.2pp | 779.47%-761.9pp | 552.29%-534.7pp |
| Employer contribution / active EE | $13,769 | $3,086+346.1% | $2,916+372.2% | $4,663+195.3% |
| Participant deferral / active EE | $11,787 | $4,647+153.6% | $4,323+172.7% | $6,689+76.2% |
| Admin fee / account holder | $1,479 | $8,434-82.5% | $7,360-79.9% | $13,390-89.0% |