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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 | $89,465 | $99,009-9.6% | $86,581+3.3% | $147,585-39.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 30.54% | 1312.70%-1282.2pp | 965.06%-934.5pp | 578.58%-548.0pp |
| Employer contribution / active EE | $8,326 | $3,132+165.8% | $2,840+193.2% | $4,876+70.7% |
| Participant deferral / active EE | $8,200 | $3,972+106.4% | $3,609+127.2% | $5,439+50.8% |
| Admin fee / account holder | $880 | $5,709-84.6% | $4,904-82.1% | $10,886-91.9% |