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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 | $94,442 | $99,011-4.6% | $86,582+9.1% | $147,586-36.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.58% | 1312.75%-1299.2pp | 965.08%-951.5pp | 578.59%-565.0pp |
| Employer contribution / active EE | $994 | $3,132-68.3% | $2,839-65.0% | $4,876-79.6% |
| Participant deferral / active EE | $1,466 | $3,972-63.1% | $3,609-59.4% | $5,439-73.0% |
| Admin fee / account holder | $999 | $5,709-82.5% | $4,904-79.6% | $10,886-90.8% |