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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 | $92,985 | $99,031-6.1% | $86,597+7.4% | $147,585-37.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.80% | 1312.56%-1294.8pp | 964.96%-947.2pp | 578.57%-560.8pp |
| Employer contribution / active EE | $2,262 | $3,132-27.8% | $2,840-20.4% | $4,876-53.6% |
| Participant deferral / active EE | $8,700 | $3,972+119.0% | $3,609+141.1% | $5,439+60.0% |
| Admin fee / account holder | $3,073 | $5,711-46.2% | $4,906-37.4% | $10,885-71.8% |