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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 | $92,351 | $99,011-6.7% | $86,582+6.7% | $147,586-37.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.99% | 1312.75%-1295.8pp | 965.08%-948.1pp | 578.59%-561.6pp |
| Employer contribution / active EE | $857 | $3,132-72.6% | $2,839-69.8% | $4,876-82.4% |
| Participant deferral / active EE | $6,388 | $3,972+60.8% | $3,609+77.0% | $5,439+17.5% |
| Admin fee / account holder | $7,243 | $5,709+26.9% | $4,904+47.7% | $10,886-33.5% |