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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 | $150,412-30.9% | $120,574-13.8% | $145,884-28.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 85.02% | 154.50%-69.5pp | 107.42%-22.4pp | 551.85%-466.8pp |
| Employer contribution / active EE | $5,160 | $4,355+18.5% | $3,471+48.7% | $4,662+10.7% |
| Participant deferral / active EE | $10,193 | $6,175+65.1% | $4,996+104.0% | $6,690+52.4% |
| Admin fee / account holder | $12,137 | $12,224-0.7% | $9,445+28.5% | $13,392-9.4% |