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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 | $113,494 | $99,011+14.6% | $86,582+31.1% | $147,586-23.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.00% | 1312.75%-1296.7pp | 965.08%-949.1pp | 578.59%-562.6pp |
| Employer contribution / active EE | $6,966 | $3,132+122.4% | $2,839+145.3% | $4,876+42.9% |
| Participant deferral / active EE | $10,021 | $3,972+152.3% | $3,609+177.7% | $5,439+84.3% |
| Admin fee / account holder | $3,432 | $5,709-39.9% | $4,904-30.0% | $10,886-68.5% |