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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 | $102,350 | $99,011+3.4% | $86,582+18.2% | $147,586-30.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.55% | 1312.75%-1297.2pp | 965.08%-949.5pp | 578.59%-563.0pp |
| Employer contribution / active EE | $2,865 | $3,132-8.5% | $2,839+0.9% | $4,876-41.2% |
| Participant deferral / active EE | $10,446 | $3,972+163.0% | $3,609+189.5% | $5,439+92.1% |
| Admin fee / account holder | $2,567 | $5,709-55.0% | $4,904-47.7% | $10,886-76.4% |