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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 | $106,418 | $90,691+17.3% | $76,119+39.8% | $145,884-27.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.03% | 624.52%-610.5pp | 361.25%-347.2pp | 551.85%-537.8pp |
| Employer contribution / active EE | $4,446 | $3,329+33.6% | $2,693+65.1% | $4,662-4.6% |
| Participant deferral / active EE | $4,263 | $5,167-17.5% | $4,259+0.1% | $6,690-36.3% |
| Admin fee / account holder | $2,111 | $8,383-74.8% | $6,421-67.1% | $13,392-84.2% |