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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 | $94,845 | $88,815+6.8% | $81,882+15.8% | $145,897-35.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.70% | 1033.75%-1024.0pp | 779.47%-769.8pp | 552.29%-542.6pp |
| Employer contribution / active EE | $13,176 | $3,086+326.9% | $2,916+351.9% | $4,663+182.6% |
| Participant deferral / active EE | $9,305 | $4,647+100.2% | $4,323+115.2% | $6,689+39.1% |
| Admin fee / account holder | $4,297 | $8,434-49.1% | $7,360-41.6% | $13,390-67.9% |