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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 | $113,531 | $234,190-51.5% | $180,320-37.0% | $198,609-42.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 20.56% | 1057.44%-1036.9pp | 778.54%-758.0pp | 202.70%-182.1pp |
| Employer contribution / active EE | $3,398 | $5,258-35.4% | $4,108-17.3% | $5,055-32.8% |
| Participant deferral / active EE | $18,826 | $4,988+277.4% | $4,304+337.4% | $6,977+169.8% |
| Admin fee / account holder | $710 | $12,558-94.3% | $10,000-92.9% | $19,030-96.3% |