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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 | $125,359 | $150,197-16.5% | $120,368+4.1% | $145,959-14.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.72% | 154.26%-140.5pp | 107.26%-93.5pp | 561.95%-548.2pp |
| Employer contribution / active EE | $1,988 | $4,350-54.3% | $3,465-42.6% | $4,661-57.4% |
| Participant deferral / active EE | $7,625 | $6,174+23.5% | $4,991+52.8% | $6,689+14.0% |
| Admin fee / account holder | $644 | $12,216-94.7% | $9,429-93.2% | $13,398-95.2% |