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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 | $145,871 | $129,239+12.9% | $93,419+56.1% | $158,966-8.2% |
| Participation rate | 100.0% | 70.9%+29.1pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 16.49% | 118.21%-101.7pp | 78.05%-61.6pp | 302.95%-286.5pp |
| Employer contribution / active EE | $4,377 | $2,711+61.4% | $2,075+110.9% | $4,762-8.1% |
| Participant deferral / active EE | $18,931 | $3,909+384.3% | $3,126+505.6% | $5,983+216.4% |
| Admin fee / account holder | $9,198 | $7,383+24.6% | $5,230+75.9% | $11,250-18.2% |