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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 | $81,085 | $177,353-54.3% | $158,226-48.8% | $198,609-59.2% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 13.27% | 599.50%-586.2pp | 501.41%-488.1pp | 202.70%-189.4pp |
| Employer contribution / active EE | $2,972 | $3,239-8.2% | $2,986-0.4% | $5,055-41.2% |
| Participant deferral / active EE | $5,184 | $4,615+12.3% | $4,317+20.1% | $6,977-25.7% |
| Admin fee / account holder | $885 | $10,960-91.9% | $10,217-91.3% | $19,030-95.3% |