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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 | $93,091 | $109,863-15.3% | $98,477-5.5% | $167,518-44.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.78% | 1958.09%-1944.3pp | 1493.59%-1479.8pp | 478.71%-464.9pp |
| Employer contribution / active EE | $2,081 | $3,225-35.5% | $2,961-29.7% | $4,838-57.0% |
| Participant deferral / active EE | $3,549 | $4,673-24.1% | $4,276-17.0% | $6,342-44.0% |
| Admin fee / account holder | $824 | $6,755-87.8% | $5,951-86.2% | $12,312-93.3% |