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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 | $93,426 | $88,778+5.2% | $81,844+14.2% | $145,884-36.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.97% | 1033.03%-1022.1pp | 778.87%-767.9pp | 551.85%-540.9pp |
| Employer contribution / active EE | $12,707 | $3,087+311.6% | $2,916+335.7% | $4,662+172.6% |
| Participant deferral / active EE | $6,506 | $4,648+40.0% | $4,323+50.5% | $6,690-2.8% |
| Admin fee / account holder | $24,889 | $8,430+195.2% | $7,355+238.4% | $13,392+85.9% |