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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 | $123,849 | $99,011+25.1% | $86,582+43.0% | $147,586-16.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.25% | 1312.75%-1297.5pp | 965.08%-949.8pp | 578.59%-563.3pp |
| Employer contribution / active EE | $8,492 | $3,132+171.1% | $2,839+199.1% | $4,876+74.1% |
| Participant deferral / active EE | $3,380 | $3,972-14.9% | $3,609-6.3% | $5,439-37.9% |
| Admin fee / account holder | $69,778 | $5,709+1122.3% | $4,904+1322.8% | $10,886+541.0% |