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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 | $129,957 | $99,009+31.3% | $86,581+50.1% | $147,585-11.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.86% | 1312.70%-1295.8pp | 965.06%-948.2pp | 578.58%-561.7pp |
| Employer contribution / active EE | $11,158 | $3,132+256.2% | $2,840+293.0% | $4,876+128.8% |
| Participant deferral / active EE | $9,365 | $3,972+135.8% | $3,609+159.5% | $5,439+72.2% |
| Admin fee / account holder | $729 | $5,709-87.2% | $4,904-85.1% | $10,886-93.3% |