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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 | $146,046 | $88,754+64.6% | $81,820+78.5% | $145,877+0.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.32% | 1031.77%-1014.5pp | 777.93%-760.6pp | 551.28%-534.0pp |
| Employer contribution / active EE | $2,930 | $3,085-5.0% | $2,915+0.5% | $4,663-37.2% |
| Participant deferral / active EE | $25,167 | $4,648+441.5% | $4,323+482.2% | $6,691+276.2% |
| Admin fee / account holder | $1,005 | $8,424-88.1% | $7,391-86.4% | $13,402-92.5% |