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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 | $110,830 | $88,815+24.8% | $81,882+35.4% | $145,897-24.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.84% | 1033.75%-1014.9pp | 779.47%-760.6pp | 552.29%-533.4pp |
| Employer contribution / active EE | $1,532 | $3,086-50.4% | $2,916-47.5% | $4,663-67.1% |
| Participant deferral / active EE | $3,785 | $4,647-18.5% | $4,323-12.4% | $6,689-43.4% |
| Admin fee / account holder | $30,773 | $8,434+264.9% | $7,360+318.1% | $13,390+129.8% |