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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 | $74,389 | $72,071+3.2% | $68,368+8.8% | $137,256-45.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.88% | 353.14%-339.3pp | 292.57%-278.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $4,089 | $2,788+46.7% | $2,649+54.3% | $4,156-1.6% |
| Participant deferral / active EE | $4,464 | $4,410+1.2% | $4,123+8.3% | $6,407-30.3% |
| Admin fee / account holder | $18,219 | $5,336+241.5% | $5,150+253.8% | $12,270+48.5% |