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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 | $116,254 | $76,368+52.2% | $67,681+71.8% | $154,746-24.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 12.37% | 1066.77%-1054.4pp | 590.58%-578.2pp | 172.34%-160.0pp |
| Employer contribution / active EE | $3,631 | $3,151+15.2% | $2,678+35.6% | $4,379-17.1% |
| Participant deferral / active EE | $6,072 | $4,824+25.9% | $3,976+52.7% | $6,730-9.8% |
| Admin fee / account holder | $2,315 | $8,559-73.0% | $6,100-62.1% | $14,365-83.9% |