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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 | $102,721 | $99,011+3.7% | $86,582+18.6% | $147,586-30.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.66% | 1312.75%-1300.1pp | 965.08%-952.4pp | 578.59%-565.9pp |
| Employer contribution / active EE | $7,341 | $3,132+134.4% | $2,839+158.5% | $4,876+50.5% |
| Participant deferral / active EE | $10,152 | $3,972+155.6% | $3,609+181.3% | $5,439+86.7% |
| Admin fee / account holder | $6,606 | $5,709+15.7% | $4,904+34.7% | $10,886-39.3% |