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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 | $104,379 | $109,872-5.0% | $98,483+6.0% | $167,536-37.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.23% | 1959.31%-1946.1pp | 1494.38%-1481.1pp | 478.82%-465.6pp |
| Employer contribution / active EE | $7,761 | $3,225+140.6% | $2,961+162.1% | $4,839+60.4% |
| Participant deferral / active EE | $4,634 | $4,673-0.8% | $4,276+8.4% | $6,342-26.9% |
| Admin fee / account holder | $6,341 | $6,757-6.2% | $5,953+6.5% | $12,315-48.5% |