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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 | $132,252 | $110,093+20.1% | $97,295+35.9% | $145,897-9.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.76% | 244.76%-234.0pp | 75.62%-64.9pp | 552.29%-541.5pp |
| Employer contribution / active EE | $4,984 | $3,077+62.0% | $2,723+83.0% | $4,663+6.9% |
| Participant deferral / active EE | $3,533 | $4,678-24.5% | $4,264-17.1% | $6,689-47.2% |
| Admin fee / account holder | $6,791 | $6,212+9.3% | $5,646+20.3% | $13,390-49.3% |