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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 | $110,593 | $183,516-39.7% | $155,534-28.9% | $145,884-24.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 146.37% | 61.43%+84.9pp | 64.92%+81.5pp | 551.85%-405.5pp |
| Employer contribution / active EE | $2,736 | $5,315-48.5% | $4,675-41.5% | $4,662-41.3% |
| Participant deferral / active EE | $5,921 | $6,467-8.4% | $5,630+5.2% | $6,690-11.5% |
| Admin fee / account holder | $807 | $19,293-95.8% | $15,900-94.9% | $13,392-94.0% |