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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 | $150,346-16.6% | $120,524+4.0% | $145,877-14.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.72% | 154.40%-140.7pp | 107.36%-93.6pp | 551.28%-537.6pp |
| Employer contribution / active EE | $1,988 | $4,353-54.3% | $3,469-42.7% | $4,663-57.4% |
| Participant deferral / active EE | $7,625 | $6,172+23.5% | $4,994+52.7% | $6,691+14.0% |
| Admin fee / account holder | $644 | $12,215-94.7% | $9,440-93.2% | $13,402-95.2% |