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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 | $112,168 | $109,905+2.1% | $98,506+13.9% | $167,553-33.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.64% | 1960.20%-1944.6pp | 1494.92%-1479.3pp | 478.89%-463.2pp |
| Employer contribution / active EE | $4,401 | $3,226+36.4% | $2,961+48.6% | $4,840-9.1% |
| Participant deferral / active EE | $7,173 | $4,674+53.5% | $4,277+67.7% | $6,343+13.1% |
| Admin fee / account holder | $1,332 | $6,760-80.3% | $5,955-77.6% | $12,316-89.2% |