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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 | $92,091 | $103,008-10.6% | $90,304+2.0% | $152,897-39.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.60% | 95.22%-74.6pp | 78.13%-57.5pp | 345.43%-324.8pp |
| Employer contribution / active EE | $6,140 | $3,139+95.6% | $2,855+115.1% | $4,764+28.9% |
| Participant deferral / active EE | $1,228 | $4,281-71.3% | $3,885-68.4% | $5,851-79.0% |
| Admin fee / account holder | $659 | $6,175-89.3% | $5,354-87.7% | $11,599-94.3% |