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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 | $79,463 | $70,366+12.9% | $66,674+19.2% | $138,895-42.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 16.88% | 386.41%-369.5pp | 321.24%-304.4pp | 145.39%-128.5pp |
| Employer contribution / active EE | $4,147 | $2,765+50.0% | $2,620+58.3% | $4,194-1.1% |
| Participant deferral / active EE | $9,994 | $4,374+128.5% | $4,084+144.7% | $6,396+56.2% |
| Admin fee / account holder | $8,963 | $5,262+70.3% | $5,098+75.8% | $12,562-28.6% |