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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 | $84,508 | $88,815-4.8% | $81,882+3.2% | $145,897-42.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.57% | 1033.75%-1022.2pp | 779.47%-767.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $5,900 | $3,086+91.2% | $2,916+102.3% | $4,663+26.5% |
| Participant deferral / active EE | $14,637 | $4,647+215.0% | $4,323+238.6% | $6,689+118.8% |
| Admin fee / account holder | $17,402 | $8,434+106.3% | $7,360+136.5% | $13,390+30.0% |