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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 | $58,021 | $73,421-21.0% | $66,439-12.7% | $155,188-62.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 13.65% | 1382.37%-1368.7pp | 757.66%-744.0pp | 148.84%-135.2pp |
| Employer contribution / active EE | $4,971 | $3,039+63.6% | $2,637+88.5% | $4,248+17.0% |
| Participant deferral / active EE | $7,987 | $4,680+70.7% | $3,876+106.1% | $6,531+22.3% |
| Admin fee / account holder | $10,909 | $8,856+23.2% | $6,173+76.7% | $14,480-24.7% |