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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 | $118,774 | $109,872+8.1% | $98,483+20.6% | $167,536-29.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.03% | 1959.31%-1946.3pp | 1494.38%-1481.3pp | 478.82%-465.8pp |
| Employer contribution / active EE | $2,708 | $3,225-16.0% | $2,961-8.5% | $4,839-44.0% |
| Participant deferral / active EE | $4,145 | $4,673-11.3% | $4,276-3.1% | $6,342-34.6% |
| Admin fee / account holder | $19,908 | $6,757+194.6% | $5,953+234.4% | $12,315+61.7% |