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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 | $101,576 | $109,863-7.5% | $98,477+3.1% | $167,518-39.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.12% | 1958.09%-1948.0pp | 1493.59%-1483.5pp | 478.71%-468.6pp |
| Employer contribution / active EE | $5,066 | $3,225+57.1% | $2,961+71.1% | $4,838+4.7% |
| Participant deferral / active EE | $5,656 | $4,673+21.0% | $4,276+32.3% | $6,342-10.8% |
| Admin fee / account holder | $19,530 | $6,755+189.1% | $5,951+228.2% | $12,312+58.6% |