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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 | $169,094 | $72,071+134.6% | $68,368+147.3% | $137,256+23.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.27% | 353.14%-339.9pp | 292.57%-279.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $4,714 | $2,788+69.1% | $2,649+78.0% | $4,156+13.4% |
| Participant deferral / active EE | $6,074 | $4,410+37.7% | $4,123+47.3% | $6,407-5.2% |
| Admin fee / account holder | $3,793 | $5,336-28.9% | $5,150-26.3% | $12,270-69.1% |