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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 | $125,758 | $58,275+115.8% | $81,844+53.7% | $80,935+55.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 11.66% | 41.82%-30.2pp | 778.87%-767.2pp | 35.66%-24.0pp |
| Employer contribution / active EE | $3,097 | $2,346+32.0% | $2,916+6.2% | $2,757+12.3% |
| Participant deferral / active EE | $4,630 | $3,285+40.9% | $4,323+7.1% | $4,299+7.7% |
| Admin fee / account holder | $10,287 | $4,749+116.6% | $7,355+39.9% | $6,924+48.6% |