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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 | $135,552 | $70,366+92.6% | $66,674+103.3% | $138,895-2.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 17.64% | 386.41%-368.8pp | 321.24%-303.6pp | 145.39%-127.7pp |
| Employer contribution / active EE | $5,854 | $2,765+111.7% | $2,620+123.4% | $4,194+39.6% |
| Participant deferral / active EE | $4,225 | $4,374-3.4% | $4,084+3.5% | $6,396-33.9% |
| Admin fee / account holder | $6,985 | $5,262+32.7% | $5,098+37.0% | $12,562-44.4% |