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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 | $113,266 | $226,135-49.9% | $182,558-38.0% | $152,909-25.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 22.37% | 192.60%-170.2pp | 148.59%-126.2pp | 345.46%-323.1pp |
| Employer contribution / active EE | $10,000 | $4,979+100.8% | $4,076+145.3% | $4,764+109.9% |
| Participant deferral / active EE | $4,425 | $6,371-30.5% | $5,526-19.9% | $5,851-24.4% |
| Admin fee / account holder | $493 | $10,707-95.4% | $8,594-94.3% | $11,601-95.8% |