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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 | $136,642 | $99,011+38.0% | $86,582+57.8% | $147,586-7.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.47% | 1312.75%-1301.3pp | 965.08%-953.6pp | 578.59%-567.1pp |
| Employer contribution / active EE | $3,462 | $3,132+10.5% | $2,839+21.9% | $4,876-29.0% |
| Participant deferral / active EE | $2,247 | $3,972-43.4% | $3,609-37.7% | $5,439-58.7% |
| Admin fee / account holder | $692 | $5,709-87.9% | $4,904-85.9% | $10,886-93.6% |