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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 | $159,094 | $149,040+6.7% | $120,225+32.3% | $137,256+15.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 14.32% | 605.68%-591.4pp | 439.23%-424.9pp | 220.34%-206.0pp |
| Employer contribution / active EE | $3,526 | $4,350-19.0% | $3,475+1.4% | $4,156-15.2% |
| Participant deferral / active EE | $3,526 | $4,655-24.3% | $3,999-11.8% | $6,407-45.0% |
| Admin fee / account holder | $32,100 | $6,348+405.7% | $5,696+463.5% | $12,270+161.6% |