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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 | $89,531 | $144,130-37.9% | $117,861-24.0% | $147,586-39.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.75% | 531.20%-515.4pp | 335.11%-319.4pp | 578.59%-562.8pp |
| Employer contribution / active EE | $9,077 | $4,897+85.4% | $3,786+139.7% | $4,876+86.1% |
| Participant deferral / active EE | $5,910 | $5,316+11.2% | $4,482+31.8% | $5,439+8.7% |
| Admin fee / account holder | $10,201 | $10,887-6.3% | $8,021+27.2% | $10,886-6.3% |