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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 | $170,826 | $144,124+18.5% | $117,857+44.9% | $147,585+15.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 28.64% | 531.17%-502.5pp | 335.09%-306.4pp | 578.57%-549.9pp |
| Employer contribution / active EE | $4,910 | $4,897+0.3% | $3,786+29.7% | $4,876+0.7% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,424 | $10,886-50.2% | $8,020-32.4% | $10,885-50.2% |