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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 | $95,702 | $102,635-6.8% | $86,209+11.0% | $139,456-31.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 22.46% | 1923.53%-1901.1pp | 1169.05%-1146.6pp | 373.45%-351.0pp |
| Employer contribution / active EE | $7,639 | $3,034+151.8% | $2,381+220.8% | $4,753+60.7% |
| Participant deferral / active EE | $3,719 | $4,677-20.5% | $3,986-6.7% | $6,711-44.6% |
| Admin fee / account holder | $410 | $8,661-95.3% | $6,853-94.0% | $11,407-96.4% |