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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 | $109,719 | $109,905-0.2% | $98,506+11.4% | $167,553-34.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.04% | 1960.20%-1946.2pp | 1494.92%-1480.9pp | 478.89%-464.9pp |
| Employer contribution / active EE | $2,767 | $3,226-14.2% | $2,961-6.5% | $4,840-42.8% |
| Participant deferral / active EE | $3,910 | $4,674-16.3% | $4,277-8.6% | $6,343-38.3% |
| Admin fee / account holder | $1,584 | $6,760-76.6% | $5,955-73.4% | $12,316-87.1% |