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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 | $87,610 | $99,011-11.5% | $86,582+1.2% | $147,586-40.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.83% | 1312.75%-1292.9pp | 965.08%-945.3pp | 578.59%-558.8pp |
| Employer contribution / active EE | $3,449 | $3,132+10.1% | $2,839+21.5% | $4,876-29.3% |
| Participant deferral / active EE | $7,303 | $3,972+83.9% | $3,609+102.4% | $5,439+34.3% |
| Admin fee / account holder | $16,327 | $5,709+186.0% | $4,904+232.9% | $10,886+50.0% |