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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 | $122,732 | $112,933+8.7% | $90,970+34.9% | $158,982-22.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 18.39% | 215.82%-197.4pp | 134.60%-116.2pp | 302.99%-284.6pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $12,569 | $4,128+204.5% | $3,373+272.6% | $5,983+110.1% |
| Admin fee / account holder | $9,257 | $8,047+15.0% | $5,961+55.3% | $11,252-17.7% |