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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 | $121,616 | $99,031+22.8% | $86,597+40.4% | $147,585-17.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.56% | 1312.56%-1299.0pp | 964.96%-951.4pp | 578.57%-565.0pp |
| Employer contribution / active EE | $11,535 | $3,132+268.3% | $2,840+306.2% | $4,876+136.6% |
| Participant deferral / active EE | $7,895 | $3,972+98.7% | $3,609+118.8% | $5,439+45.2% |
| Admin fee / account holder | $1,874 | $5,711-67.2% | $4,906-61.8% | $10,885-82.8% |