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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 | $119,806 | $88,815+34.9% | $81,882+46.3% | $145,897-17.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.99% | 1033.75%-1023.8pp | 779.47%-769.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $5,175 | $3,086+67.7% | $2,916+77.5% | $4,663+11.0% |
| Participant deferral / active EE | $6,136 | $4,647+32.0% | $4,323+41.9% | $6,689-8.3% |
| Admin fee / account holder | $2,992 | $8,434-64.5% | $7,360-59.3% | $13,390-77.7% |