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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 | $93,878 | $102,595-8.5% | $94,057-0.2% | $154,746-39.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 13.43% | 583.42%-570.0pp | 480.62%-467.2pp | 172.34%-158.9pp |
| Employer contribution / active EE | $3,433 | $3,147+9.1% | $2,933+17.0% | $4,379-21.6% |
| Participant deferral / active EE | $10,023 | $5,118+95.8% | $4,709+112.8% | $6,730+48.9% |
| Admin fee / account holder | $20,968 | $7,736+171.0% | $7,244+189.4% | $14,365+46.0% |