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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 | $119,719 | $103,038+16.2% | $90,324+32.5% | $152,909-21.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 19.40% | 95.25%-75.8pp | 78.15%-58.7pp | 345.46%-326.1pp |
| Employer contribution / active EE | $7,112 | $3,141+126.5% | $2,856+149.1% | $4,764+49.3% |
| Participant deferral / active EE | $7,115 | $4,282+66.2% | $3,885+83.1% | $5,851+21.6% |
| Admin fee / account holder | $30,847 | $6,177+399.4% | $5,356+476.0% | $11,601+165.9% |