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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 | $90,895 | $111,785-18.7% | $93,669-3.0% | $145,877-37.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.44% | 203.79%-193.3pp | 133.59%-123.2pp | 551.28%-540.8pp |
| Employer contribution / active EE | $4,380 | $3,096+41.5% | $2,424+80.7% | $4,663-6.1% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $9,051 | $10,256-11.7% | $8,291+9.2% | $13,402-32.5% |