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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 | $122,707 | $99,017+23.9% | $86,587+41.7% | $147,585-16.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.19% | 1312.37%-1292.2pp | 964.86%-944.7pp | 578.56%-558.4pp |
| Employer contribution / active EE | $12,286 | $3,132+292.3% | $2,839+332.7% | $4,876+151.9% |
| Participant deferral / active EE | $5,378 | $3,972+35.4% | $3,609+49.0% | $5,439-1.1% |
| Admin fee / account holder | $2,875 | $5,710-49.7% | $4,906-41.4% | $10,885-73.6% |