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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 | $92,766 | $90,614+2.4% | $76,089+21.9% | $145,877-36.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 19.09% | 623.80%-604.7pp | 360.94%-341.8pp | 551.28%-532.2pp |
| Employer contribution / active EE | $5,200 | $3,324+56.4% | $2,690+93.3% | $4,663+11.5% |
| Participant deferral / active EE | $11,671 | $5,168+125.8% | $4,259+174.0% | $6,691+74.4% |
| Admin fee / account holder | $6,872 | $8,376-18.0% | $6,418+7.1% | $13,402-48.7% |