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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 | $92,038 | $99,011-7.0% | $86,582+6.3% | $147,586-37.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.81% | 1312.75%-1301.9pp | 965.08%-954.3pp | 578.59%-567.8pp |
| Employer contribution / active EE | $2,368 | $3,132-24.4% | $2,839-16.6% | $4,876-51.4% |
| Participant deferral / active EE | $3,731 | $3,972-6.1% | $3,609+3.4% | $5,439-31.4% |
| Admin fee / account holder | $99,227 | $5,709+1638.1% | $4,904+1923.3% | $10,886+811.5% |