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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 | $128,925 | $73,518+75.4% | $63,003+104.6% | $147,585-12.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.67% | 175.46%-161.8pp | 87.59%-73.9pp | 578.57%-564.9pp |
| Employer contribution / active EE | $8,126 | $3,322+144.6% | $2,760+194.4% | $4,876+66.6% |
| Participant deferral / active EE | $10,596 | $4,183+153.3% | $3,329+218.3% | $5,439+94.8% |
| Admin fee / account holder | $3,010 | $5,952-49.4% | $3,600-16.4% | $10,885-72.3% |