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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 | $100,798 | $99,031+1.8% | $86,597+16.4% | $147,585-31.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 24.61% | 1312.56%-1287.9pp | 964.96%-940.3pp | 578.57%-554.0pp |
| Employer contribution / active EE | $2,289 | $3,132-26.9% | $2,840-19.4% | $4,876-53.1% |
| Participant deferral / active EE | $7,106 | $3,972+78.9% | $3,609+96.9% | $5,439+30.7% |
| Admin fee / account holder | $1,175 | $5,711-79.4% | $4,906-76.0% | $10,885-89.2% |