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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 | $118,485 | $88,815+33.4% | $81,882+44.7% | $145,897-18.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.83% | 1033.75%-1022.9pp | 779.47%-768.6pp | 552.29%-541.5pp |
| Employer contribution / active EE | $12,022 | $3,086+289.5% | $2,916+312.3% | $4,663+157.8% |
| Participant deferral / active EE | $6,158 | $4,647+32.5% | $4,323+42.5% | $6,689-7.9% |
| Admin fee / account holder | $32,153 | $8,434+281.2% | $7,360+336.9% | $13,390+140.1% |