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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 | $159,800 | $99,009+61.4% | $86,581+84.6% | $147,585+8.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.58% | 1312.70%-1300.1pp | 965.06%-952.5pp | 578.58%-566.0pp |
| Employer contribution / active EE | $2,779 | $3,132-11.3% | $2,840-2.1% | $4,876-43.0% |
| Participant deferral / active EE | $7,750 | $3,972+95.1% | $3,609+114.8% | $5,439+42.5% |
| Admin fee / account holder | $1,601 | $5,709-71.9% | $4,904-67.3% | $10,886-85.3% |