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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 | $114,564 | $72,071+59.0% | $68,368+67.6% | $137,256-16.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 38.99% | 353.14%-314.1pp | 292.57%-253.6pp | 220.34%-181.3pp |
| Employer contribution / active EE | $8,108 | $2,788+190.8% | $2,649+206.1% | $4,156+95.1% |
| Participant deferral / active EE | $10,279 | $4,410+133.1% | $4,123+149.3% | $6,407+60.4% |
| Admin fee / account holder | $2,509 | $5,336-53.0% | $5,150-51.3% | $12,270-79.6% |