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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 | $135,116 | $99,011+36.5% | $86,582+56.1% | $147,586-8.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.40% | 1312.75%-1298.3pp | 965.08%-950.7pp | 578.59%-564.2pp |
| Employer contribution / active EE | $900 | $3,132-71.3% | $2,839-68.3% | $4,876-81.5% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,161 | $5,709-44.6% | $4,904-35.6% | $10,886-71.0% |