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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 | $119,794 | $111,830+7.1% | $93,696+27.9% | $145,884-17.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.67% | 204.08%-191.4pp | 133.74%-121.1pp | 551.85%-539.2pp |
| Employer contribution / active EE | $4,802 | $3,093+55.2% | $2,422+98.3% | $4,662+3.0% |
| Participant deferral / active EE | $6,008 | $4,920+22.1% | $4,417+36.0% | $6,690-10.2% |
| Admin fee / account holder | $35,970 | $10,249+251.0% | $8,287+334.1% | $13,392+168.6% |