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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 | $108,084 | $70,121+54.1% | $63,803+69.4% | $138,895-22.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 13.64% | 946.48%-932.8pp | 543.72%-530.1pp | 145.39%-131.8pp |
| Employer contribution / active EE | $3,985 | $2,882+38.3% | $2,532+57.4% | $4,194-5.0% |
| Participant deferral / active EE | $11,718 | $4,535+158.4% | $3,843+204.9% | $6,396+83.2% |
| Admin fee / account holder | $9,060 | $6,738+34.5% | $5,196+74.3% | $12,562-27.9% |