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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 | $108,535 | $90,614+19.8% | $76,089+42.6% | $145,877-25.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 19.74% | 623.80%-604.1pp | 360.94%-341.2pp | 551.28%-531.5pp |
| Employer contribution / active EE | $5,599 | $3,324+68.4% | $2,690+108.1% | $4,663+20.1% |
| Participant deferral / active EE | $6,617 | $5,168+28.0% | $4,259+55.4% | $6,691-1.1% |
| Admin fee / account holder | $1,636 | $8,376-80.5% | $6,418-74.5% | $13,402-87.8% |