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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 | $88,778+33.9% | $81,844+45.3% | $145,884-18.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.56% | 1033.03%-1015.5pp | 778.87%-761.3pp | 551.85%-534.3pp |
| Employer contribution / active EE | $13,769 | $3,087+346.0% | $2,916+372.1% | $4,662+195.3% |
| Participant deferral / active EE | $11,787 | $4,648+153.6% | $4,323+172.6% | $6,690+76.2% |
| Admin fee / account holder | $1,479 | $8,430-82.5% | $7,355-79.9% | $13,392-89.0% |