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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 | $114,564 | $102,595+11.7% | $94,057+21.8% | $154,746-26.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 38.99% | 583.42%-544.4pp | 480.62%-441.6pp | 172.34%-133.3pp |
| Employer contribution / active EE | $8,108 | $3,147+157.6% | $2,933+176.4% | $4,379+85.2% |
| Participant deferral / active EE | $10,279 | $5,118+100.8% | $4,709+118.3% | $6,730+52.7% |
| Admin fee / account holder | $2,509 | $7,736-67.6% | $7,244-65.4% | $14,365-82.5% |