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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 | $99,875 | $109,905-9.1% | $98,506+1.4% | $167,553-40.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 34.91% | 1960.20%-1925.3pp | 1494.92%-1460.0pp | 478.89%-444.0pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,732 | $4,674+1.3% | $4,277+10.7% | $6,343-25.4% |
| Admin fee / account holder | $1,681 | $6,760-75.1% | $5,955-71.8% | $12,316-86.4% |