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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 | $128,481 | $88,754+44.8% | $81,820+57.0% | $145,877-11.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.34% | 1031.77%-1019.4pp | 777.93%-765.6pp | 551.28%-538.9pp |
| Employer contribution / active EE | $19,432 | $3,085+529.8% | $2,915+566.6% | $4,663+316.7% |
| Participant deferral / active EE | $13,475 | $4,648+189.9% | $4,323+211.7% | $6,691+101.4% |
| Admin fee / account holder | $1,049 | $8,424-87.5% | $7,391-85.8% | $13,402-92.2% |