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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 | $103,168 | $76,368+35.1% | $67,681+52.4% | $154,746-33.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 15.34% | 1066.77%-1051.4pp | 590.58%-575.2pp | 172.34%-157.0pp |
| Employer contribution / active EE | $7,129 | $3,151+126.2% | $2,678+166.2% | $4,379+62.8% |
| Participant deferral / active EE | $6,899 | $4,824+43.0% | $3,976+73.5% | $6,730+2.5% |
| Admin fee / account holder | $10,767 | $8,559+25.8% | $6,100+76.5% | $14,365-25.0% |