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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 | $83,879 | $99,011-15.3% | $86,582-3.1% | $147,586-43.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.57% | 1312.75%-1299.2pp | 965.08%-951.5pp | 578.59%-565.0pp |
| Employer contribution / active EE | $14,862 | $3,132+374.5% | $2,839+423.4% | $4,876+204.8% |
| Participant deferral / active EE | $14,156 | $3,972+256.4% | $3,609+292.3% | $5,439+160.3% |
| Admin fee / account holder | $72,032 | $5,709+1161.8% | $4,904+1368.8% | $10,886+561.7% |