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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 | $131,152 | $70,366+86.4% | $66,674+96.7% | $138,895-5.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 23.42% | 386.41%-363.0pp | 321.24%-297.8pp | 145.39%-122.0pp |
| Employer contribution / active EE | $3,688 | $2,765+33.4% | $2,620+40.7% | $4,194-12.1% |
| Participant deferral / active EE | $3,814 | $4,374-12.8% | $4,084-6.6% | $6,396-40.4% |
| Admin fee / account holder | $57,553 | $5,262+993.6% | $5,098+1028.9% | $12,562+358.1% |