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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 | $123,019 | $104,953+17.2% | $84,637+45.3% | $152,909-19.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 18.28% | 373.94%-355.7pp | 258.82%-240.5pp | 345.46%-327.2pp |
| Employer contribution / active EE | $4,485 | $3,304+35.7% | $2,653+69.0% | $4,764-5.9% |
| Participant deferral / active EE | $5,578 | $4,691+18.9% | $3,900+43.0% | $5,851-4.7% |
| Admin fee / account holder | $1,054 | $6,244-83.1% | $4,914-78.6% | $11,601-90.9% |