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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 | $128,902 | $99,011+30.2% | $86,582+48.9% | $147,586-12.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.51% | 1312.75%-1302.2pp | 965.08%-954.6pp | 578.59%-568.1pp |
| Employer contribution / active EE | $4,436 | $3,132+41.6% | $2,839+56.2% | $4,876-9.0% |
| Participant deferral / active EE | $5,405 | $3,972+36.1% | $3,609+49.8% | $5,439-0.6% |
| Admin fee / account holder | $16,148 | $5,709+182.9% | $4,904+229.3% | $10,886+48.3% |