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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 | $126,763 | $73,421+72.7% | $66,439+90.8% | $155,188-18.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 12.32% | 1382.37%-1370.0pp | 757.66%-745.3pp | 148.84%-136.5pp |
| Employer contribution / active EE | $2,190 | $3,039-27.9% | $2,637-16.9% | $4,248-48.4% |
| Participant deferral / active EE | $7,757 | $4,680+65.7% | $3,876+100.1% | $6,531+18.8% |
| Admin fee / account holder | $559 | $8,856-93.7% | $6,173-90.9% | $14,480-96.1% |