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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 | $137,680 | $88,672+55.3% | $105,223+30.8% | $82,448+67.0% |
| Participation rate | 98.7% | 67.9%+30.8pp | 75.0%+23.7pp | 68.1%+30.7pp |
| Annual return | 29.42% | 30.86%-1.4pp | 180.65%-151.2pp | 41.64%-12.2pp |
| Employer contribution / active EE | $12,889 | $3,048+322.9% | $3,689+249.4% | $2,551+405.3% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,649 | $7,146-21.0% | $8,859-36.2% | $7,234-21.9% |