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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 | $95,232 | $109,863-13.3% | $98,477-3.3% | $167,518-43.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.39% | 1958.09%-1945.7pp | 1493.59%-1481.2pp | 478.71%-466.3pp |
| Employer contribution / active EE | $5,861 | $3,225+81.7% | $2,961+98.0% | $4,838+21.1% |
| Participant deferral / active EE | $11,148 | $4,673+138.6% | $4,276+160.7% | $6,342+75.8% |
| Admin fee / account holder | $6,206 | $6,755-8.1% | $5,951+4.3% | $12,312-49.6% |