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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 | $172,211 | $144,130+19.5% | $117,861+46.1% | $147,586+16.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.63% | 531.20%-516.6pp | 335.11%-320.5pp | 578.59%-564.0pp |
| Employer contribution / active EE | $10,536 | $4,897+115.2% | $3,786+178.3% | $4,876+116.1% |
| Participant deferral / active EE | $5,304 | $5,316-0.2% | $4,482+18.3% | $5,439-2.5% |
| Admin fee / account holder | $5,496 | $10,887-49.5% | $8,021-31.5% | $10,886-49.5% |