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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 | $106,818 | $149,040-28.3% | $120,225-11.2% | $137,256-22.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.91% | 605.68%-588.8pp | 439.23%-422.3pp | 220.34%-203.4pp |
| Employer contribution / active EE | $10,169 | $4,350+133.8% | $3,475+192.6% | $4,156+144.7% |
| Participant deferral / active EE | $387 | $4,655-91.7% | $3,999-90.3% | $6,407-94.0% |
| Admin fee / account holder | $5,027 | $6,348-20.8% | $5,696-11.7% | $12,270-59.0% |