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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 | $70,135 | $73,421-4.5% | $66,439+5.6% | $155,188-54.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 13.13% | 1382.37%-1369.2pp | 757.66%-744.5pp | 148.84%-135.7pp |
| Employer contribution / active EE | $7,622 | $3,039+150.8% | $2,637+189.1% | $4,248+79.4% |
| Participant deferral / active EE | $7,975 | $4,680+70.4% | $3,876+105.8% | $6,531+22.1% |
| Admin fee / account holder | $17,481 | $8,856+97.4% | $6,173+183.2% | $14,480+20.7% |