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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 | $126,771 | $88,778+42.8% | $81,844+54.9% | $145,884-13.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.96% | 1033.03%-1020.1pp | 778.87%-765.9pp | 551.85%-538.9pp |
| Employer contribution / active EE | $31,681 | $3,087+926.3% | $2,916+986.3% | $4,662+579.5% |
| Participant deferral / active EE | $26,783 | $4,648+476.2% | $4,323+519.5% | $6,690+300.4% |
| Admin fee / account holder | $1,050 | $8,430-87.6% | $7,355-85.7% | $13,392-92.2% |