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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 | $104,818 | $99,011+5.9% | $86,582+21.1% | $147,586-29.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.51% | 1312.75%-1298.2pp | 965.08%-950.6pp | 578.59%-564.1pp |
| Employer contribution / active EE | $6,408 | $3,132+104.6% | $2,839+125.7% | $4,876+31.4% |
| Participant deferral / active EE | $8,337 | $3,972+109.9% | $3,609+131.0% | $5,439+53.3% |
| Admin fee / account holder | $2,420 | $5,709-57.6% | $4,904-50.7% | $10,886-77.8% |