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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 | $82,942 | $84,685-2.1% | $73,836+12.3% | $125,389-33.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 2.46% | 3123.80%-3121.3pp | 2268.06%-2265.6pp | 282.24%-279.8pp |
| Employer contribution / active EE | $23,523 | $3,123+653.1% | $2,787+743.9% | $4,866+383.4% |
| Participant deferral / active EE | $21,454 | $3,993+437.4% | $3,583+498.8% | $5,352+300.9% |
| Admin fee / account holder | $4,989 | $5,694-12.4% | $4,882+2.2% | $9,541-47.7% |