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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 | $132,664 | $99,011+34.0% | $86,582+53.2% | $147,586-10.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.22% | 1312.75%-1301.5pp | 965.08%-953.9pp | 578.59%-567.4pp |
| Employer contribution / active EE | $2,796 | $3,132-10.7% | $2,839-1.5% | $4,876-42.7% |
| Participant deferral / active EE | $2,796 | $3,972-29.6% | $3,609-22.5% | $5,439-48.6% |
| Admin fee / account holder | $413 | $5,709-92.8% | $4,904-91.6% | $10,886-96.2% |