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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 | $147,914 | $112,933+31.0% | $90,970+62.6% | $158,982-7.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 16.40% | 215.82%-199.4pp | 134.60%-118.2pp | 302.99%-286.6pp |
| Employer contribution / active EE | $7,910 | $2,893+173.4% | $2,122+272.8% | $4,763+66.1% |
| Participant deferral / active EE | $5,550 | $4,128+34.4% | $3,373+64.5% | $5,983-7.2% |
| Admin fee / account holder | $1,545 | $8,047-80.8% | $5,961-74.1% | $11,252-86.3% |