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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 | $102,768 | $88,815+15.7% | $81,882+25.5% | $145,897-29.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.31% | 1033.75%-1018.4pp | 779.47%-764.2pp | 552.29%-537.0pp |
| Employer contribution / active EE | $12,878 | $3,086+317.3% | $2,916+341.6% | $4,663+176.2% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8,729 | $8,434+3.5% | $7,360+18.6% | $13,390-34.8% |