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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 | $118,185 | $90,614+30.4% | $76,089+55.3% | $145,877-19.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.48% | 623.80%-613.3pp | 360.94%-350.5pp | 551.28%-540.8pp |
| Employer contribution / active EE | $3,697 | $3,324+11.2% | $2,690+37.4% | $4,663-20.7% |
| Participant deferral / active EE | $7,738 | $5,168+49.7% | $4,259+81.7% | $6,691+15.7% |
| Admin fee / account holder | $1,465 | $8,376-82.5% | $6,418-77.2% | $13,402-89.1% |