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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 | $105,529 | $124,351-15.1% | $109,188-3.4% | $167,553-37.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 161.16% | 26.04%+135.1pp | 25.76%+135.4pp | 478.89%-317.7pp |
| Employer contribution / active EE | $2,855 | $4,210-32.2% | $3,723-23.3% | $4,840-41.0% |
| Participant deferral / active EE | $8,235 | $5,257+56.7% | $4,654+77.0% | $6,343+29.8% |
| Admin fee / account holder | $7,464 | $7,975-6.4% | $6,755+10.5% | $12,316-39.4% |