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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 | $126,735 | $100,203+26.5% | $85,240+48.7% | $145,897-13.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.59% | 84.28%-69.7pp | 66.75%-52.2pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,448 | $3,242-55.3% | $2,735-47.1% | $4,663-68.9% |
| Participant deferral / active EE | $1,722 | $5,299-67.5% | $4,527-62.0% | $6,689-74.3% |
| Admin fee / account holder | $2,368 | $7,265-67.4% | $6,165-61.6% | $13,390-82.3% |