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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 | $124,956 | $102,382+22.0% | $147,005-15.0% | $80,874+54.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.70% | 134.89%-117.2pp | 418.76%-401.1pp | 35.62%-17.9pp |
| Employer contribution / active EE | $2,367 | $3,715-36.3% | $4,934-52.0% | $2,756-14.1% |
| Participant deferral / active EE | $5,161 | $6,646-22.4% | $8,070-36.0% | $4,297+20.1% |
| Admin fee / account holder | $3,622 | $7,942-54.4% | $13,006-72.2% | $6,935-47.8% |