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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 | $158,807 | $72,071+120.3% | $68,368+132.3% | $137,256+15.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.70% | 353.14%-339.4pp | 292.57%-278.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $6,970 | $2,788+150.0% | $2,649+163.1% | $4,156+67.7% |
| Participant deferral / active EE | $7,329 | $4,410+66.2% | $4,123+77.8% | $6,407+14.4% |
| Admin fee / account holder | $7,347 | $5,336+37.7% | $5,150+42.7% | $12,270-40.1% |