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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 | $111,682 | $81,643+36.8% | $70,462+58.5% | $158,950-29.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 62.82% | 208.51%-145.7pp | 109.08%-46.3pp | 302.91%-240.1pp |
| Employer contribution / active EE | $12,048 | $3,218+274.4% | $2,737+340.1% | $4,762+153.0% |
| Participant deferral / active EE | $7,836 | $4,555+72.0% | $3,710+111.2% | $5,983+31.0% |
| Admin fee / account holder | $5,688 | $6,194-8.2% | $3,845+47.9% | $11,248-49.4% |