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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 | $95,295 | $109,905-13.3% | $98,506-3.3% | $167,553-43.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 27.31% | 1960.20%-1932.9pp | 1494.92%-1467.6pp | 478.89%-451.6pp |
| Employer contribution / active EE | $3,431 | $3,226+6.4% | $2,961+15.9% | $4,840-29.1% |
| Participant deferral / active EE | $6,580 | $4,674+40.8% | $4,277+53.8% | $6,343+3.7% |
| Admin fee / account holder | $10,745 | $6,760+59.0% | $5,955+80.5% | $12,316-12.8% |