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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 | $150,412-16.7% | $120,574+4.0% | $145,884-14.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.72% | 154.50%-140.8pp | 107.42%-93.7pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,988 | $4,355-54.4% | $3,471-42.7% | $4,662-57.4% |
| Participant deferral / active EE | $7,625 | $6,175+23.5% | $4,996+52.6% | $6,690+14.0% |
| Admin fee / account holder | $644 | $12,224-94.7% | $9,445-93.2% | $13,392-95.2% |