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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 | $142,372 | $107,363+32.6% | $92,909+53.2% | $152,897-6.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 24.88% | 145.63%-120.7pp | 109.44%-84.6pp | 345.43%-320.5pp |
| Employer contribution / active EE | $3,952 | $4,222-6.4% | $3,653+8.2% | $4,764-17.0% |
| Participant deferral / active EE | $3,160 | $4,848-34.8% | $4,238-25.4% | $5,851-46.0% |
| Admin fee / account holder | $640 | $7,082-91.0% | $5,795-88.9% | $11,599-94.5% |