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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 | $93,228 | $109,905-15.2% | $98,506-5.4% | $167,553-44.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.90% | 1960.20%-1949.3pp | 1494.92%-1484.0pp | 478.89%-468.0pp |
| Employer contribution / active EE | $4,847 | $3,226+50.3% | $2,961+63.7% | $4,840+0.2% |
| Participant deferral / active EE | $3,642 | $4,674-22.1% | $4,277-14.8% | $6,343-42.6% |
| Admin fee / account holder | $12,486 | $6,760+84.7% | $5,955+109.7% | $12,316+1.4% |