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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 | $102,978+16.3% | $90,287+32.6% | $152,870-21.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.40% | 95.17%-75.8pp | 78.10%-58.7pp | 345.34%-325.9pp |
| Employer contribution / active EE | $7,112 | $3,139+126.6% | $2,855+149.2% | $4,763+49.3% |
| Participant deferral / active EE | $7,115 | $4,281+66.2% | $3,885+83.1% | $5,850+21.6% |
| Admin fee / account holder | $30,847 | $6,171+399.9% | $5,351+476.4% | $11,597+166.0% |