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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 | $118,085 | $99,011+19.3% | $86,582+36.4% | $147,586-20.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.04% | 1312.75%-1303.7pp | 965.08%-956.0pp | 578.59%-569.6pp |
| Employer contribution / active EE | $2,854 | $3,132-8.9% | $2,839+0.5% | $4,876-41.5% |
| Participant deferral / active EE | $5,723 | $3,972+44.1% | $3,609+58.6% | $5,439+5.2% |
| Admin fee / account holder | $726 | $5,709-87.3% | $4,904-85.2% | $10,886-93.3% |