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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 | $92,870 | $99,031-6.2% | $86,597+7.2% | $147,585-37.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.16% | 1312.56%-1301.4pp | 964.96%-953.8pp | 578.57%-567.4pp |
| Employer contribution / active EE | $5,012 | $3,132+60.0% | $2,840+76.5% | $4,876+2.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $924 | $5,711-83.8% | $4,906-81.2% | $10,885-91.5% |