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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 | $108,048 | $99,031+9.1% | $86,597+24.8% | $147,585-26.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.97% | 1312.56%-1301.6pp | 964.96%-954.0pp | 578.57%-567.6pp |
| Employer contribution / active EE | $4,446 | $3,132+41.9% | $2,840+56.6% | $4,876-8.8% |
| Participant deferral / active EE | $2,485 | $3,972-37.5% | $3,609-31.1% | $5,439-54.3% |
| Admin fee / account holder | $5,886 | $5,711+3.1% | $4,906+20.0% | $10,885-45.9% |