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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 | $130,848 | $73,546+77.9% | $63,018+107.6% | $147,586-11.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 22.13% | 175.56%-153.4pp | 87.62%-65.5pp | 578.59%-556.5pp |
| Employer contribution / active EE | $4,281 | $3,324+28.8% | $2,761+55.1% | $4,876-12.2% |
| Participant deferral / active EE | $8,387 | $4,185+100.4% | $3,330+151.9% | $5,439+54.2% |
| Admin fee / account holder | $2,093 | $5,956-64.9% | $3,601-41.9% | $10,886-80.8% |