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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 | $127,662 | $103,008+23.9% | $90,304+41.4% | $152,897-16.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 35.64% | 95.22%-59.6pp | 78.13%-42.5pp | 345.43%-309.8pp |
| Employer contribution / active EE | $9,824 | $3,139+212.9% | $2,855+244.1% | $4,764+106.2% |
| Participant deferral / active EE | $14,011 | $4,281+227.3% | $3,885+260.6% | $5,851+139.5% |
| Admin fee / account holder | $1,805 | $6,175-70.8% | $5,354-66.3% | $11,599-84.4% |