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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 | $138,946 | $99,031+40.3% | $86,597+60.5% | $147,585-5.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.74% | 1312.56%-1292.8pp | 964.96%-945.2pp | 578.57%-558.8pp |
| Employer contribution / active EE | $4,626 | $3,132+47.7% | $2,840+62.9% | $4,876-5.1% |
| Participant deferral / active EE | $5,221 | $3,972+31.4% | $3,609+44.7% | $5,439-4.0% |
| Admin fee / account holder | $4,060 | $5,711-28.9% | $4,906-17.2% | $10,885-62.7% |