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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 | $113,084 | $92,743+21.9% | $82,744+36.7% | $134,532-15.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 21.45% | 946.63%-925.2pp | 702.22%-680.8pp | 418.27%-396.8pp |
| Employer contribution / active EE | $2,210 | $3,273-32.5% | $3,008-26.5% | $4,741-53.4% |
| Participant deferral / active EE | $6,362 | $4,802+32.5% | $4,395+44.8% | $6,401-0.6% |
| Admin fee / account holder | $28,847 | $5,977+382.6% | $5,325+441.8% | $11,429+152.4% |