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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 | $80,238 | $72,071+11.3% | $68,368+17.4% | $137,256-41.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 23.55% | 353.14%-329.6pp | 292.57%-269.0pp | 220.34%-196.8pp |
| Employer contribution / active EE | $3,031 | $2,788+8.7% | $2,649+14.4% | $4,156-27.1% |
| Participant deferral / active EE | $5,079 | $4,410+15.2% | $4,123+23.2% | $6,407-20.7% |
| Admin fee / account holder | $12,353 | $5,336+131.5% | $5,150+139.9% | $12,270+0.7% |