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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 | $80,430 | $107,941-25.5% | $91,994-12.6% | $152,897-47.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 18.39% | 89.28%-70.9pp | 69.04%-50.6pp | 345.43%-327.0pp |
| Employer contribution / active EE | $4,166 | $4,212-1.1% | $3,453+20.6% | $4,764-12.6% |
| Participant deferral / active EE | $10,239 | $6,366+60.8% | $5,924+72.8% | $5,851+75.0% |
| Admin fee / account holder | $2,224 | $10,521-78.9% | $7,744-71.3% | $11,599-80.8% |