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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 | $129,991 | $107,353+21.1% | $92,903+39.9% | $152,885-15.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 13.30% | 145.62%-132.3pp | 109.43%-96.1pp | 345.39%-332.1pp |
| Employer contribution / active EE | $7,764 | $4,222+83.9% | $3,653+112.5% | $4,763+63.0% |
| Participant deferral / active EE | $5,533 | $4,848+14.1% | $4,238+30.6% | $5,851-5.4% |
| Admin fee / account holder | $39,769 | $7,081+461.6% | $5,795+586.3% | $11,598+242.9% |