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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 | $126,213 | $109,905+14.8% | $98,506+28.1% | $167,553-24.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 24.24% | 1960.20%-1936.0pp | 1494.92%-1470.7pp | 478.89%-454.6pp |
| Employer contribution / active EE | $4,916 | $3,226+52.4% | $2,961+66.0% | $4,840+1.6% |
| Participant deferral / active EE | $5,166 | $4,674+10.5% | $4,277+20.8% | $6,343-18.6% |
| Admin fee / account holder | $2,511 | $6,760-62.9% | $5,955-57.8% | $12,316-79.6% |