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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 | $103,323 | $99,031+4.3% | $86,597+19.3% | $147,585-30.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 23.41% | 1312.56%-1289.1pp | 964.96%-941.5pp | 578.57%-555.2pp |
| Employer contribution / active EE | $1,091 | $3,132-65.2% | $2,840-61.6% | $4,876-77.6% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,156 | $5,711+7.8% | $4,906+25.5% | $10,885-43.4% |