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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 | $91,129 | $112,131-18.7% | $95,964-5.0% | $158,982-42.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 21.11% | 171.19%-150.1pp | 91.64%-70.5pp | 302.99%-281.9pp |
| Employer contribution / active EE | $6,907 | $3,199+115.9% | $2,541+171.8% | $4,763+45.0% |
| Participant deferral / active EE | $6,311 | $4,784+31.9% | $4,167+51.5% | $5,983+5.5% |
| Admin fee / account holder | $373 | $10,136-96.3% | $6,797-94.5% | $11,252-96.7% |