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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 | $118,765 | $183,978-35.4% | $162,171-26.8% | $152,885-22.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 34.29% | 150.78%-116.5pp | 115.60%-81.3pp | 345.39%-311.1pp |
| Employer contribution / active EE | $2,901 | $6,370-54.5% | $5,613-48.3% | $4,763-39.1% |
| Participant deferral / active EE | $7,136 | $8,033-11.2% | $7,297-2.2% | $5,851+22.0% |
| Admin fee / account holder | $1,413 | $13,122-89.2% | $10,843-87.0% | $11,598-87.8% |