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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 | $122,160 | $99,011+23.4% | $86,582+41.1% | $147,586-17.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.01% | 1312.75%-1297.7pp | 965.08%-950.1pp | 578.59%-563.6pp |
| Employer contribution / active EE | $2,648 | $3,132-15.5% | $2,839-6.7% | $4,876-45.7% |
| Participant deferral / active EE | $7,965 | $3,972+100.5% | $3,609+120.7% | $5,439+46.5% |
| Admin fee / account holder | $23,425 | $5,709+310.3% | $4,904+377.7% | $10,886+115.2% |