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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 | $221,007 | $99,017+123.2% | $86,587+155.2% | $147,585+49.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.68% | 1312.37%-1297.7pp | 964.86%-950.2pp | 578.56%-563.9pp |
| Employer contribution / active EE | $7,117 | $3,132+127.2% | $2,839+150.7% | $4,876+45.9% |
| Participant deferral / active EE | $9,200 | $3,972+131.6% | $3,609+155.0% | $5,439+69.2% |
| Admin fee / account holder | $4,277 | $5,710-25.1% | $4,906-12.8% | $10,885-60.7% |