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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 | $88,778+24.8% | $81,844+35.4% | $145,884-24.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.84% | 1033.03%-1014.2pp | 778.87%-760.0pp | 551.85%-533.0pp |
| Employer contribution / active EE | $1,532 | $3,087-50.4% | $2,916-47.5% | $4,662-67.1% |
| Participant deferral / active EE | $3,785 | $4,648-18.6% | $4,323-12.4% | $6,690-43.4% |
| Admin fee / account holder | $30,773 | $8,430+265.0% | $7,355+318.4% | $13,392+129.8% |