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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 | $121,344 | $73,546+65.0% | $63,018+92.6% | $147,586-17.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.85% | 175.56%-159.7pp | 87.62%-71.8pp | 578.59%-562.7pp |
| Employer contribution / active EE | $3,955 | $3,324+19.0% | $2,761+43.2% | $4,876-18.9% |
| Participant deferral / active EE | $7,319 | $4,185+74.9% | $3,330+119.8% | $5,439+34.6% |
| Admin fee / account holder | $9,763 | $5,956+63.9% | $3,601+171.1% | $10,886-10.3% |