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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 | $121,073 | $96,388+25.6% | $80,627+50.2% | $139,466-13.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 20.98% | 1352.08%-1331.1pp | 936.76%-915.8pp | 373.66%-352.7pp |
| Employer contribution / active EE | $8,187 | $3,260+151.2% | $2,723+200.7% | $4,754+72.2% |
| Participant deferral / active EE | $12,417 | $5,224+137.7% | $4,443+179.5% | $6,712+85.0% |
| Admin fee / account holder | $831 | $6,603-87.4% | $5,381-84.6% | $11,409-92.7% |