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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 | $94,846 | $99,017-4.2% | $86,587+9.5% | $147,585-35.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.48% | 1312.37%-1302.9pp | 964.86%-955.4pp | 578.56%-569.1pp |
| Employer contribution / active EE | $7,240 | $3,132+131.2% | $2,839+155.0% | $4,876+48.5% |
| Participant deferral / active EE | $7,379 | $3,972+85.8% | $3,609+104.5% | $5,439+35.7% |
| Admin fee / account holder | $52,305 | $5,710+815.9% | $4,906+966.2% | $10,885+380.5% |