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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 | $112,493 | $88,585+27.0% | $69,884+61.0% | $134,532-16.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | 3.04% | 442.80%-439.8pp | 190.81%-187.8pp | 418.27%-415.2pp |
| Employer contribution / active EE | $2,249 | $3,235-30.5% | $2,560-12.1% | $4,741-52.6% |
| Participant deferral / active EE | $5,345 | $4,770+12.1% | $3,848+38.9% | $6,401-16.5% |
| Admin fee / account holder | $28,110 | $10,441+169.2% | $6,266+348.6% | $11,429+146.0% |