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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 | $112,774 | $99,011+13.9% | $86,582+30.3% | $147,586-23.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.01% | 1312.75%-1297.7pp | 965.08%-950.1pp | 578.59%-563.6pp |
| Employer contribution / active EE | $1,205 | $3,132-61.5% | $2,839-57.6% | $4,876-75.3% |
| Participant deferral / active EE | $2,260 | $3,972-43.1% | $3,609-37.4% | $5,439-58.4% |
| Admin fee / account holder | $4,500 | $5,709-21.2% | $4,904-8.3% | $10,886-58.7% |