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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 | $124,868 | $99,011+26.1% | $86,582+44.2% | $147,586-15.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.09% | 1312.75%-1292.7pp | 965.08%-945.0pp | 578.59%-558.5pp |
| Employer contribution / active EE | $7,743 | $3,132+147.2% | $2,839+172.7% | $4,876+58.8% |
| Participant deferral / active EE | $5,175 | $3,972+30.3% | $3,609+43.4% | $5,439-4.8% |
| Admin fee / account holder | $985 | $5,709-82.8% | $4,904-79.9% | $10,886-91.0% |