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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 | $79,509 | $73,546+8.1% | $63,018+26.2% | $147,586-46.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.37% | 175.56%-157.2pp | 87.62%-69.3pp | 578.59%-560.2pp |
| Employer contribution / active EE | $11,102 | $3,324+234.0% | $2,761+302.1% | $4,876+127.7% |
| Participant deferral / active EE | $4,378 | $4,185+4.6% | $3,330+31.5% | $5,439-19.5% |
| Admin fee / account holder | $617 | $5,956-89.6% | $3,601-82.9% | $10,886-94.3% |