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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 | $115,763 | $183,988-37.1% | $162,177-28.6% | $152,897-24.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 14.41% | 150.79%-136.4pp | 115.60%-101.2pp | 345.43%-331.0pp |
| Employer contribution / active EE | $3,619 | $6,370-43.2% | $5,613-35.5% | $4,764-24.0% |
| Participant deferral / active EE | $9,510 | $8,032+18.4% | $7,297+30.3% | $5,851+62.5% |
| Admin fee / account holder | $4,040 | $13,123-69.2% | $10,843-62.7% | $11,599-65.2% |