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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 | $101,102 | $99,011+2.1% | $86,582+16.8% | $147,586-31.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.67% | 1312.75%-1303.1pp | 965.08%-955.4pp | 578.59%-568.9pp |
| Employer contribution / active EE | $4,867 | $3,132+55.4% | $2,839+71.4% | $4,876-0.2% |
| Participant deferral / active EE | $5,955 | $3,972+49.9% | $3,609+65.0% | $5,439+9.5% |
| Admin fee / account holder | $305 | $5,709-94.7% | $4,904-93.8% | $10,886-97.2% |