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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 | $76,792 | $72,071+6.5% | $68,368+12.3% | $137,256-44.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.16% | 353.14%-334.0pp | 292.57%-273.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $4,168 | $2,788+49.5% | $2,649+57.3% | $4,156+0.3% |
| Participant deferral / active EE | $7,506 | $4,410+70.2% | $4,123+82.1% | $6,407+17.2% |
| Admin fee / account holder | $14,271 | $5,336+167.5% | $5,150+177.1% | $12,270+16.3% |