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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 | $107,807 | $92,743+16.2% | $82,744+30.3% | $134,532-19.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 18.69% | 946.63%-927.9pp | 702.22%-683.5pp | 418.27%-399.6pp |
| Employer contribution / active EE | $3,402 | $3,273+4.0% | $3,008+13.1% | $4,741-28.2% |
| Participant deferral / active EE | $7,125 | $4,802+48.4% | $4,395+62.1% | $6,401+11.3% |
| Admin fee / account holder | $28,738 | $5,977+380.8% | $5,325+439.7% | $11,429+151.5% |