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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 | $102,046 | $109,872-7.1% | $98,483+3.6% | $167,536-39.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.00% | 1959.31%-1942.3pp | 1494.38%-1477.4pp | 478.82%-461.8pp |
| Employer contribution / active EE | $2,558 | $3,225-20.7% | $2,961-13.6% | $4,839-47.1% |
| Participant deferral / active EE | $3,111 | $4,673-33.4% | $4,276-27.2% | $6,342-50.9% |
| Admin fee / account holder | $1,859 | $6,757-72.5% | $5,953-68.8% | $12,315-84.9% |