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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 | $131,864 | $95,664+37.8% | $76,902+71.5% | $139,487-5.5% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.98% | 55.03%-40.0pp | 37.91%-22.9pp | 373.84%-358.9pp |
| Employer contribution / active EE | $5,310 | $3,147+68.7% | $2,534+109.5% | $4,755+11.7% |
| Participant deferral / active EE | $2,698 | $4,626-41.7% | $3,833-29.6% | $6,713-59.8% |
| Admin fee / account holder | $5,992 | $8,311-27.9% | $5,479+9.4% | $11,407-47.5% |