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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 | $90,283 | $114,073-20.9% | $96,161-6.1% | $167,518-46.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 10.31% | 189.95%-179.6pp | 192.01%-181.7pp | 478.71%-468.4pp |
| Employer contribution / active EE | $18,159 | $3,428+429.7% | $2,798+549.0% | $4,838+275.3% |
| Participant deferral / active EE | $12,110 | $5,195+133.1% | $4,349+178.4% | $6,342+90.9% |
| Admin fee / account holder | $368 | $6,899-94.7% | $5,538-93.4% | $12,312-97.0% |