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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 | $111,428 | $109,905+1.4% | $98,506+13.1% | $167,553-33.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 23.91% | 1960.20%-1936.3pp | 1494.92%-1471.0pp | 478.89%-455.0pp |
| Employer contribution / active EE | $3,208 | $3,226-0.5% | $2,961+8.3% | $4,840-33.7% |
| Participant deferral / active EE | $2,711 | $4,674-42.0% | $4,277-36.6% | $6,343-57.3% |
| Admin fee / account holder | $3,735 | $6,760-44.8% | $5,955-37.3% | $12,316-69.7% |