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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 | $122,301 | $99,009+23.5% | $86,581+41.3% | $147,585-17.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.59% | 1312.70%-1293.1pp | 965.06%-945.5pp | 578.58%-559.0pp |
| Employer contribution / active EE | $1,600 | $3,132-48.9% | $2,840-43.7% | $4,876-67.2% |
| Participant deferral / active EE | $3,209 | $3,972-19.2% | $3,609-11.1% | $5,439-41.0% |
| Admin fee / account holder | $888 | $5,709-84.4% | $4,904-81.9% | $10,886-91.8% |