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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 | $115,969 | $124,175-6.6% | $108,405+7.0% | $167,536-30.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.62% | 1380.13%-1368.5pp | 905.55%-893.9pp | 478.82%-467.2pp |
| Employer contribution / active EE | $6,859 | $4,188+63.8% | $3,559+92.7% | $4,839+41.7% |
| Participant deferral / active EE | $22,626 | $6,908+227.5% | $6,563+244.8% | $6,342+256.8% |
| Admin fee / account holder | $10,197 | $9,457+7.8% | $7,297+39.8% | $12,315-17.2% |