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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 | $80,570 | $109,872-26.7% | $98,483-18.2% | $167,536-51.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.15% | 1959.31%-1949.2pp | 1494.38%-1484.2pp | 478.82%-468.7pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $8,994 | $4,673+92.5% | $4,276+110.3% | $6,342+41.8% |
| Admin fee / account holder | $5,799 | $6,757-14.2% | $5,953-2.6% | $12,315-52.9% |