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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 | $122,968 | $111,785+10.0% | $93,669+31.3% | $145,877-15.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.46% | 203.79%-186.3pp | 133.59%-116.1pp | 551.28%-533.8pp |
| Employer contribution / active EE | $5,174 | $3,096+67.1% | $2,424+113.5% | $4,663+11.0% |
| Participant deferral / active EE | $8,834 | $4,919+79.6% | $4,416+100.1% | $6,691+32.0% |
| Admin fee / account holder | $57,364 | $10,256+459.3% | $8,291+591.9% | $13,402+328.0% |