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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 | $113,872 | $70,366+61.8% | $66,674+70.8% | $138,895-18.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 18.04% | 386.41%-368.4pp | 321.24%-303.2pp | 145.39%-127.4pp |
| Employer contribution / active EE | $3,668 | $2,765+32.6% | $2,620+40.0% | $4,194-12.6% |
| Participant deferral / active EE | $5,592 | $4,374+27.8% | $4,084+36.9% | $6,396-12.6% |
| Admin fee / account holder | $16,646 | $5,262+216.3% | $5,098+226.5% | $12,562+32.5% |