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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 | $99,196 | $102,595-3.3% | $94,057+5.5% | $154,746-35.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 11.37% | 583.42%-572.0pp | 480.62%-469.2pp | 172.34%-161.0pp |
| Employer contribution / active EE | $4,602 | $3,147+46.2% | $2,933+56.9% | $4,379+5.1% |
| Participant deferral / active EE | $3,795 | $5,118-25.9% | $4,709-19.4% | $6,730-43.6% |
| Admin fee / account holder | $736 | $7,736-90.5% | $7,244-89.8% | $14,365-94.9% |