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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 | $99,363 | $99,011+0.4% | $86,582+14.8% | $147,586-32.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 22.03% | 1312.75%-1290.7pp | 965.08%-943.1pp | 578.59%-556.6pp |
| Employer contribution / active EE | $1,712 | $3,132-45.3% | $2,839-39.7% | $4,876-64.9% |
| Participant deferral / active EE | $5,047 | $3,972+27.1% | $3,609+39.9% | $5,439-7.2% |
| Admin fee / account holder | $1,810 | $5,709-68.3% | $4,904-63.1% | $10,886-83.4% |