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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 | $90,171 | $102,595-12.1% | $94,057-4.1% | $154,746-41.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 11.22% | 583.42%-572.2pp | 480.62%-469.4pp | 172.34%-161.1pp |
| Employer contribution / active EE | $3,265 | $3,147+3.7% | $2,933+11.3% | $4,379-25.4% |
| Participant deferral / active EE | $6,808 | $5,118+33.0% | $4,709+44.6% | $6,730+1.2% |
| Admin fee / account holder | $400 | $7,736-94.8% | $7,244-94.5% | $14,365-97.2% |