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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 | $114,039 | $150,435-24.2% | $120,580-5.4% | $145,897-21.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 13.69% | 154.60%-140.9pp | 107.48%-93.8pp | 552.29%-538.6pp |
| Employer contribution / active EE | $5,451 | $4,352+25.3% | $3,469+57.1% | $4,663+16.9% |
| Participant deferral / active EE | $4,887 | $6,174-20.8% | $4,995-2.2% | $6,689-26.9% |
| Admin fee / account holder | $2,006 | $12,182-83.5% | $9,418-78.7% | $13,390-85.0% |