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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 | $95,392 | $125,237-23.8% | $105,608-9.7% | $145,877-34.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.70% | 225.76%-212.1pp | 116.50%-102.8pp | 551.28%-537.6pp |
| Employer contribution / active EE | $12,425 | $3,720+234.0% | $3,167+292.3% | $4,663+166.5% |
| Participant deferral / active EE | $7,385 | $5,711+29.3% | $5,010+47.4% | $6,691+10.4% |
| Admin fee / account holder | $45,248 | $17,287+161.7% | $11,028+310.3% | $13,402+237.6% |