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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 | $138,334 | $99,011+39.7% | $86,582+59.8% | $147,586-6.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.56% | 1312.75%-1299.2pp | 965.08%-951.5pp | 578.59%-565.0pp |
| Employer contribution / active EE | $8,452 | $3,132+169.8% | $2,839+197.7% | $4,876+73.3% |
| Participant deferral / active EE | $5,711 | $3,972+43.8% | $3,609+58.3% | $5,439+5.0% |
| Admin fee / account holder | $5,775 | $5,709+1.2% | $4,904+17.8% | $10,886-46.9% |