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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 | $75,117 | $70,121+7.1% | $63,803+17.7% | $138,895-45.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 11.66% | 946.48%-934.8pp | 543.72%-532.1pp | 145.39%-133.7pp |
| Employer contribution / active EE | $3,284 | $2,882+13.9% | $2,532+29.7% | $4,194-21.7% |
| Participant deferral / active EE | $4,113 | $4,535-9.3% | $3,843+7.0% | $6,396-35.7% |
| Admin fee / account holder | $14,251 | $6,738+111.5% | $5,196+174.2% | $12,562+13.4% |