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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 | $90,533 | $111,878-19.1% | $93,727-3.4% | $145,897-37.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 27.91% | 204.28%-176.4pp | 133.83%-105.9pp | 552.29%-524.4pp |
| Employer contribution / active EE | $11,918 | $3,092+285.4% | $2,421+392.2% | $4,663+155.6% |
| Participant deferral / active EE | $5,222 | $4,920+6.1% | $4,417+18.2% | $6,689-21.9% |
| Admin fee / account holder | $485 | $10,256-95.3% | $8,292-94.1% | $13,390-96.4% |