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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 | $134,370 | $103,038+30.4% | $90,324+48.8% | $152,909-12.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 27.54% | 95.25%-67.7pp | 78.15%-50.6pp | 345.46%-317.9pp |
| Employer contribution / active EE | $5,794 | $3,141+84.5% | $2,856+102.9% | $4,764+21.6% |
| Participant deferral / active EE | $5,943 | $4,282+38.8% | $3,885+53.0% | $5,851+1.6% |
| Admin fee / account holder | $14,092 | $6,177+128.1% | $5,356+163.1% | $11,601+21.5% |