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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 | $86,594 | $82,630+4.8% | $64,105+35.1% | $125,389-30.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 9.13% | 1489.72%-1480.6pp | 791.24%-782.1pp | 282.24%-273.1pp |
| Employer contribution / active EE | $15,823 | $2,671+492.3% | $1,820+769.4% | $4,866+225.2% |
| Participant deferral / active EE | $3,271 | $3,608-9.3% | $2,822+15.9% | $5,352-38.9% |
| Admin fee / account holder | $6,957 | $6,382+9.0% | $4,499+54.6% | $9,541-27.1% |