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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 | $100,565 | $234,190-57.1% | $180,320-44.2% | $198,609-49.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 18.00% | 1057.44%-1039.4pp | 778.54%-760.5pp | 202.70%-184.7pp |
| Employer contribution / active EE | $5,877 | $5,258+11.8% | $4,108+43.1% | $5,055+16.2% |
| Participant deferral / active EE | $11,764 | $4,988+135.8% | $4,304+173.3% | $6,977+68.6% |
| Admin fee / account holder | $585 | $12,558-95.3% | $10,000-94.2% | $19,030-96.9% |