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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 | $93,049 | $102,635-9.3% | $86,209+7.9% | $139,456-33.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 35.92% | 1923.53%-1887.6pp | 1169.05%-1133.1pp | 373.45%-337.5pp |
| Employer contribution / active EE | $3,261 | $3,034+7.5% | $2,381+36.9% | $4,753-31.4% |
| Participant deferral / active EE | $10,397 | $4,677+122.3% | $3,986+160.8% | $6,711+54.9% |
| Admin fee / account holder | $3,187 | $8,661-63.2% | $6,853-53.5% | $11,407-72.1% |