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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 | $97,115 | $114,130-14.9% | $96,192+1.0% | $167,553-42.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 12.47% | 190.07%-177.6pp | 192.09%-179.6pp | 478.89%-466.4pp |
| Employer contribution / active EE | $2,682 | $3,431-21.8% | $2,799-4.2% | $4,840-44.6% |
| Participant deferral / active EE | $6,896 | $5,198+32.7% | $4,351+58.5% | $6,343+8.7% |
| Admin fee / account holder | $1,187 | $6,901-82.8% | $5,539-78.6% | $12,316-90.4% |