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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 | $135,830 | $102,595+32.4% | $94,057+44.4% | $154,746-12.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 17.68% | 583.42%-565.7pp | 480.62%-462.9pp | 172.34%-154.7pp |
| Employer contribution / active EE | $3,375 | $3,147+7.2% | $2,933+15.1% | $4,379-22.9% |
| Participant deferral / active EE | $6,294 | $5,118+23.0% | $4,709+33.6% | $6,730-6.5% |
| Admin fee / account holder | $2,927 | $7,736-62.2% | $7,244-59.6% | $14,365-79.6% |