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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 | $101,342 | $99,011+2.4% | $86,582+17.0% | $147,586-31.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.21% | 1312.75%-1297.5pp | 965.08%-949.9pp | 578.59%-563.4pp |
| Employer contribution / active EE | $1,596 | $3,132-49.0% | $2,839-43.8% | $4,876-67.3% |
| Participant deferral / active EE | $1,986 | $3,972-50.0% | $3,609-45.0% | $5,439-63.5% |
| Admin fee / account holder | $3,362 | $5,709-41.1% | $4,904-31.4% | $10,886-69.1% |