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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 | $117,055 | $109,830+6.6% | $98,452+18.9% | $167,497-30.1% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 14.73% | 1957.04%-1942.3pp | 1492.96%-1478.2pp | 478.62%-463.9pp |
| Employer contribution / active EE | $5,572 | $3,224+72.8% | $2,960+88.2% | $4,838+15.2% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,341-100.0% |
| Admin fee / account holder | $5,011 | $6,751-25.8% | $5,948-15.8% | $12,310-59.3% |