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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 | $115,365 | $144,124-20.0% | $117,857-2.1% | $147,585-21.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 28.02% | 531.17%-503.2pp | 335.09%-307.1pp | 578.57%-550.6pp |
| Employer contribution / active EE | $12,380 | $4,897+152.8% | $3,786+227.0% | $4,876+153.9% |
| Participant deferral / active EE | $5,475 | $5,316+3.0% | $4,482+22.1% | $5,439+0.7% |
| Admin fee / account holder | $2,940 | $10,886-73.0% | $8,020-63.3% | $10,885-73.0% |