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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 | $92,046 | $114,130-19.3% | $96,192-4.3% | $167,553-45.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 12.66% | 190.07%-177.4pp | 192.09%-179.4pp | 478.89%-466.2pp |
| Employer contribution / active EE | $17,806 | $3,431+419.0% | $2,799+536.0% | $4,840+267.9% |
| Participant deferral / active EE | $12,974 | $5,198+149.6% | $4,351+198.2% | $6,343+104.5% |
| Admin fee / account holder | $2,040 | $6,901-70.4% | $5,539-63.2% | $12,316-83.4% |