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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 | $123,730 | $107,941+14.6% | $91,994+34.5% | $152,897-19.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 21.87% | 89.28%-67.4pp | 69.04%-47.2pp | 345.43%-323.6pp |
| Employer contribution / active EE | $4,721 | $4,212+12.1% | $3,453+36.7% | $4,764-0.9% |
| Participant deferral / active EE | $11,485 | $6,366+80.4% | $5,924+93.9% | $5,851+96.3% |
| Admin fee / account holder | $38,311 | $10,521+264.1% | $7,744+394.7% | $11,599+230.3% |