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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 | $108,761 | $88,778+22.5% | $81,844+32.9% | $145,884-25.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.68% | 1033.03%-1020.4pp | 778.87%-766.2pp | 551.85%-539.2pp |
| Employer contribution / active EE | $5,549 | $3,087+79.7% | $2,916+90.3% | $4,662+19.0% |
| Participant deferral / active EE | $3,142 | $4,648-32.4% | $4,323-27.3% | $6,690-53.0% |
| Admin fee / account holder | $50,494 | $8,430+499.0% | $7,355+586.5% | $13,392+277.1% |