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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 | $88,778+33.5% | $81,844+44.8% | $145,884-18.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.83% | 1033.03%-1022.2pp | 778.87%-768.0pp | 551.85%-541.0pp |
| Employer contribution / active EE | $12,022 | $3,087+289.4% | $2,916+312.2% | $4,662+157.8% |
| Participant deferral / active EE | $6,158 | $4,648+32.5% | $4,323+42.4% | $6,690-7.9% |
| Admin fee / account holder | $32,153 | $8,430+281.4% | $7,355+337.1% | $13,392+140.1% |