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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 | $88,838 | $99,011-10.3% | $86,582+2.6% | $147,586-39.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.55% | 1312.75%-1295.2pp | 965.08%-947.5pp | 578.59%-561.0pp |
| Employer contribution / active EE | $9,309 | $3,132+197.2% | $2,839+227.8% | $4,876+90.9% |
| Participant deferral / active EE | $10,307 | $3,972+159.5% | $3,609+185.6% | $5,439+89.5% |
| Admin fee / account holder | $2,353 | $5,709-58.8% | $4,904-52.0% | $10,886-78.4% |