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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 | $34,493 | $109,905-68.6% | $98,506-65.0% | $167,553-79.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.37% | 1960.20%-1948.8pp | 1494.92%-1483.6pp | 478.89%-467.5pp |
| Employer contribution / active EE | $4,276 | $3,226+32.6% | $2,961+44.4% | $4,840-11.6% |
| Participant deferral / active EE | $9,709 | $4,674+107.7% | $4,277+127.0% | $6,343+53.1% |
| Admin fee / account holder | $7,372 | $6,760+9.1% | $5,955+23.8% | $12,316-40.1% |