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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 | $103,946 | $150,435-30.9% | $120,580-13.8% | $145,897-28.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 85.02% | 154.60%-69.6pp | 107.48%-22.5pp | 552.29%-467.3pp |
| Employer contribution / active EE | $5,160 | $4,352+18.6% | $3,469+48.7% | $4,663+10.7% |
| Participant deferral / active EE | $10,193 | $6,174+65.1% | $4,995+104.0% | $6,689+52.4% |
| Admin fee / account holder | $12,137 | $12,182-0.4% | $9,418+28.9% | $13,390-9.4% |