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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 | $111,190 | $96,643+15.1% | $86,617+28.4% | $139,456-20.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.62% | 106.57%-88.0pp | 591.91%-573.3pp | 373.45%-354.8pp |
| Employer contribution / active EE | $5,794 | $3,264+77.5% | $3,023+91.6% | $4,753+21.9% |
| Participant deferral / active EE | $12,216 | $4,835+152.6% | $4,437+175.3% | $6,711+82.0% |
| Admin fee / account holder | $34,045 | $6,406+431.4% | $5,613+506.6% | $11,407+198.5% |