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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 | $99,011-4.2% | $86,582+9.5% | $147,586-35.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.48% | 1312.75%-1303.3pp | 965.08%-955.6pp | 578.59%-569.1pp |
| Employer contribution / active EE | $7,240 | $3,132+131.1% | $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 | $5,709+816.2% | $4,904+966.5% | $10,886+380.5% |