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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 | $125,137 | $72,071+73.6% | $68,368+83.0% | $137,256-8.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 23.62% | 353.14%-329.5pp | 292.57%-269.0pp | 220.34%-196.7pp |
| Employer contribution / active EE | $7,117 | $2,788+155.3% | $2,649+168.7% | $4,156+71.3% |
| Participant deferral / active EE | $6,973 | $4,410+58.1% | $4,123+69.1% | $6,407+8.8% |
| Admin fee / account holder | $7,835 | $5,336+46.8% | $5,150+52.1% | $12,270-36.1% |