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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 | $125,225 | $234,190-46.5% | $180,320-30.6% | $198,609-36.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 7.89% | 1057.44%-1049.5pp | 778.54%-770.6pp | 202.70%-194.8pp |
| Employer contribution / active EE | $4,112 | $5,258-21.8% | $4,108+0.1% | $5,055-18.7% |
| Participant deferral / active EE | $7,008 | $4,988+40.5% | $4,304+62.8% | $6,977+0.4% |
| Admin fee / account holder | $977 | $12,558-92.2% | $10,000-90.2% | $19,030-94.9% |