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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 | $102,551 | $150,412-31.8% | $120,574-14.9% | $145,884-29.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.43% | 154.50%-142.1pp | 107.42%-95.0pp | 551.85%-539.4pp |
| Employer contribution / active EE | $3,353 | $4,355-23.0% | $3,471-3.4% | $4,662-28.1% |
| Participant deferral / active EE | $5,546 | $6,175-10.2% | $4,996+11.0% | $6,690-17.1% |
| Admin fee / account holder | $498 | $12,224-95.9% | $9,445-94.7% | $13,392-96.3% |