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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 | $128,170 | $112,131+14.3% | $95,964+33.6% | $158,982-19.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.41% | 171.19%-151.8pp | 91.64%-72.2pp | 302.99%-283.6pp |
| Employer contribution / active EE | $3,281 | $3,199+2.6% | $2,541+29.1% | $4,763-31.1% |
| Participant deferral / active EE | $10,064 | $4,784+110.4% | $4,167+141.5% | $5,983+68.2% |
| Admin fee / account holder | $17,805 | $10,136+75.7% | $6,797+162.0% | $11,252+58.2% |