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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 | $94,387 | $88,778+6.3% | $81,844+15.3% | $145,884-35.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.80% | 1033.03%-1012.2pp | 778.87%-758.1pp | 551.85%-531.1pp |
| Employer contribution / active EE | $2,168 | $3,087-29.8% | $2,916-25.7% | $4,662-53.5% |
| Participant deferral / active EE | $1,571 | $4,648-66.2% | $4,323-63.7% | $6,690-76.5% |
| Admin fee / account holder | $16,021 | $8,430+90.0% | $7,355+117.8% | $13,392+19.6% |