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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 | $105,990 | $156,927-32.5% | $121,169-12.5% | $139,456-24.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 20.44% | 1475.85%-1455.4pp | 986.71%-966.3pp | 373.45%-353.0pp |
| Employer contribution / active EE | $6,595 | $5,542+19.0% | $4,168+58.2% | $4,753+38.8% |
| Participant deferral / active EE | $4,891 | $4,848+0.9% | $4,083+19.8% | $6,711-27.1% |
| Admin fee / account holder | $442 | $6,946-93.6% | $5,645-92.2% | $11,407-96.1% |