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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 | $89,289 | $96,361-7.3% | $80,607+10.8% | $139,456-36.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.73% | 1350.95%-1332.2pp | 936.11%-917.4pp | 373.45%-354.7pp |
| Employer contribution / active EE | $16,038 | $3,262+391.6% | $2,724+488.7% | $4,753+237.5% |
| Participant deferral / active EE | $15,500 | $5,232+196.3% | $4,448+248.5% | $6,711+131.0% |
| Admin fee / account holder | $1,081 | $6,601-83.6% | $5,379-79.9% | $11,407-90.5% |