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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 | $100,273 | $96,123+4.3% | $77,361+29.6% | $198,609-49.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 11.36% | 2054.81%-2043.4pp | 1011.54%-1000.2pp | 202.70%-191.3pp |
| Employer contribution / active EE | $7,968 | $3,791+110.2% | $2,990+166.5% | $5,055+57.6% |
| Participant deferral / active EE | $2,614 | $4,975-47.4% | $3,911-33.2% | $6,977-62.5% |
| Admin fee / account holder | $1,530 | $9,471-83.8% | $5,894-74.0% | $19,030-92.0% |