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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 | $93,228 | $99,011-5.8% | $86,582+7.7% | $147,586-36.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.03% | 1312.75%-1294.7pp | 965.08%-947.1pp | 578.59%-560.6pp |
| Employer contribution / active EE | $1,216 | $3,132-61.2% | $2,839-57.2% | $4,876-75.1% |
| Participant deferral / active EE | $8,248 | $3,972+107.6% | $3,609+128.6% | $5,439+51.7% |
| Admin fee / account holder | $6,485 | $5,709+13.6% | $4,904+32.2% | $10,886-40.4% |