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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 | $124,964 | $90,617+37.9% | $79,476+57.2% | $135,382-7.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 9.51% | 977.57%-968.1pp | 718.21%-708.7pp | 519.77%-510.3pp |
| Employer contribution / active EE | $4,367 | $3,068+42.4% | $2,800+56.0% | $4,779-8.6% |
| Participant deferral / active EE | $4,367 | $4,050+7.8% | $3,704+17.9% | $5,609-22.1% |
| Admin fee / account holder | $7,639 | $5,907+29.3% | $5,113+49.4% | $10,829-29.5% |