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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 | $127,907 | $90,691+41.0% | $76,119+68.0% | $145,884-12.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.33% | 624.52%-614.2pp | 361.25%-350.9pp | 551.85%-541.5pp |
| Employer contribution / active EE | $2,709 | $3,329-18.6% | $2,693+0.6% | $4,662-41.9% |
| Participant deferral / active EE | $4,321 | $5,167-16.4% | $4,259+1.5% | $6,690-35.4% |
| Admin fee / account holder | $22,082 | $8,383+163.4% | $6,421+243.9% | $13,392+64.9% |