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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 | $116,367 | $156,970-25.9% | $121,210-4.0% | $139,487-16.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.24% | 1477.10%-1463.9pp | 987.41%-974.2pp | 373.84%-360.6pp |
| Employer contribution / active EE | $4,417 | $5,546-20.4% | $4,171+5.9% | $4,755-7.1% |
| Participant deferral / active EE | $10,344 | $4,849+113.3% | $4,084+153.3% | $6,713+54.1% |
| Admin fee / account holder | $1,273 | $6,947-81.7% | $5,647-77.5% | $11,407-88.8% |