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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 | $125,983 | $124,175+1.5% | $108,405+16.2% | $167,536-24.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.78% | 1380.13%-1365.3pp | 905.55%-890.8pp | 478.82%-464.0pp |
| Employer contribution / active EE | $5,088 | $4,188+21.5% | $3,559+43.0% | $4,839+5.2% |
| Participant deferral / active EE | $6,470 | $6,908-6.4% | $6,563-1.4% | $6,342+2.0% |
| Admin fee / account holder | $2,247 | $9,457-76.2% | $7,297-69.2% | $12,315-81.8% |