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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 | $11,044 | $102,696-89.2% | $86,235-87.2% | $139,487-92.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 167.26% | 1925.91%-1758.6pp | 1170.03%-1002.8pp | 373.84%-206.6pp |
| Employer contribution / active EE | $3,194 | $3,034+5.3% | $2,381+34.1% | $4,755-32.8% |
| Participant deferral / active EE | $4,207 | $4,679-10.1% | $3,987+5.5% | $6,713-37.3% |
| Admin fee / account holder | $878 | $8,667-89.9% | $6,856-87.2% | $11,407-92.3% |