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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 | $93,643 | $112,131-16.5% | $95,964-2.4% | $158,982-41.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 23.16% | 171.19%-148.0pp | 91.64%-68.5pp | 302.99%-279.8pp |
| Employer contribution / active EE | $8,414 | $3,199+163.0% | $2,541+231.1% | $4,763+76.7% |
| Participant deferral / active EE | $5,881 | $4,784+22.9% | $4,167+41.1% | $5,983-1.7% |
| Admin fee / account holder | $1,042 | $10,136-89.7% | $6,797-84.7% | $11,252-90.7% |