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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 | $122,719 | $104,924+17.0% | $84,623+45.0% | $152,885-19.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 25.21% | 373.82%-348.6pp | 258.77%-233.6pp | 345.39%-320.2pp |
| Employer contribution / active EE | $9,153 | $3,302+177.2% | $2,652+245.1% | $4,763+92.2% |
| Participant deferral / active EE | $8,773 | $4,689+87.1% | $3,899+125.0% | $5,851+49.9% |
| Admin fee / account holder | $5,198 | $6,242-16.7% | $4,913+5.8% | $11,598-55.2% |