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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 | $84,508 | $88,754-4.8% | $81,820+3.3% | $145,877-42.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.57% | 1031.77%-1020.2pp | 777.93%-766.4pp | 551.28%-539.7pp |
| Employer contribution / active EE | $5,900 | $3,085+91.2% | $2,915+102.4% | $4,663+26.5% |
| Participant deferral / active EE | $14,637 | $4,648+214.9% | $4,323+238.6% | $6,691+118.8% |
| Admin fee / account holder | $17,402 | $8,424+106.6% | $7,391+135.5% | $13,402+29.8% |