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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 | $58,234+116.0% | $81,783+53.8% | $80,874+55.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 11.66% | 41.70%-30.0pp | 775.05%-763.4pp | 35.62%-24.0pp |
| Employer contribution / active EE | $3,097 | $2,341+32.3% | $2,913+6.3% | $2,756+12.4% |
| Participant deferral / active EE | $4,630 | $3,283+41.0% | $4,320+7.2% | $4,297+7.7% |
| Admin fee / account holder | $10,287 | $4,982+106.5% | $7,380+39.4% | $6,935+48.3% |