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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 | $119,121 | $114,073+4.4% | $96,161+23.9% | $167,518-28.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 26.03% | 189.95%-163.9pp | 192.01%-166.0pp | 478.71%-452.7pp |
| Employer contribution / active EE | $3,921 | $3,428+14.4% | $2,798+40.1% | $4,838-19.0% |
| Participant deferral / active EE | $1,105 | $5,195-78.7% | $4,349-74.6% | $6,342-82.6% |
| Admin fee / account holder | $29,428 | $6,899+326.6% | $5,538+431.3% | $12,312+139.0% |