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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 | $83,048 | $99,009-16.1% | $86,581-4.1% | $147,585-43.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.76% | 1312.70%-1292.9pp | 965.06%-945.3pp | 578.58%-558.8pp |
| Employer contribution / active EE | $3,681 | $3,132+17.5% | $2,840+29.7% | $4,876-24.5% |
| Participant deferral / active EE | $7,164 | $3,972+80.4% | $3,609+98.5% | $5,439+31.7% |
| Admin fee / account holder | $581 | $5,709-89.8% | $4,904-88.2% | $10,886-94.7% |