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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 | $115,639 | $103,038+12.2% | $90,324+28.0% | $152,909-24.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 25.63% | 95.25%-69.6pp | 78.15%-52.5pp | 345.46%-319.8pp |
| Employer contribution / active EE | $3,320 | $3,141+5.7% | $2,856+16.3% | $4,764-30.3% |
| Participant deferral / active EE | $25,000 | $4,282+483.9% | $3,885+543.4% | $5,851+327.3% |
| Admin fee / account holder | $448 | $6,177-92.7% | $5,356-91.6% | $11,601-96.1% |