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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 | $146,460 | $107,363+36.4% | $92,909+57.6% | $152,897-4.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.90% | 145.63%-123.7pp | 109.44%-87.5pp | 345.43%-323.5pp |
| Employer contribution / active EE | $5,907 | $4,222+39.9% | $3,653+61.7% | $4,764+24.0% |
| Participant deferral / active EE | $15,204 | $4,848+213.6% | $4,238+258.8% | $5,851+159.8% |
| Admin fee / account holder | $9,106 | $7,082+28.6% | $5,795+57.1% | $11,599-21.5% |