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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 | $115,793 | $99,009+17.0% | $86,581+33.7% | $147,585-21.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.87% | 1312.70%-1297.8pp | 965.06%-950.2pp | 578.58%-563.7pp |
| Employer contribution / active EE | $6,690 | $3,132+113.6% | $2,840+135.6% | $4,876+37.2% |
| Participant deferral / active EE | $13,817 | $3,972+247.8% | $3,609+282.9% | $5,439+154.1% |
| Admin fee / account holder | $1,551 | $5,709-72.8% | $4,904-68.4% | $10,886-85.8% |