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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 | $113,708 | $107,368+5.9% | $92,915+22.4% | $152,909-25.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 25.12% | 145.64%-120.5pp | 109.45%-84.3pp | 345.46%-320.3pp |
| Employer contribution / active EE | $21,709 | $4,222+414.1% | $3,653+494.2% | $4,764+355.7% |
| Participant deferral / active EE | $18,174 | $4,848+274.9% | $4,238+328.8% | $5,851+210.6% |
| Admin fee / account holder | $44,316 | $7,082+525.7% | $5,796+664.6% | $11,601+282.0% |