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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 | $78,211 | $109,905-28.8% | $98,506-20.6% | $167,553-53.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 19.85% | 1960.20%-1940.3pp | 1494.92%-1475.1pp | 478.89%-459.0pp |
| Employer contribution / active EE | $4,889 | $3,226+51.5% | $2,961+65.1% | $4,840+1.0% |
| Participant deferral / active EE | $10,321 | $4,674+120.8% | $4,277+141.3% | $6,343+62.7% |
| Admin fee / account holder | $6,039 | $6,760-10.7% | $5,955+1.4% | $12,316-51.0% |