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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 | $153,930 | $129,737+18.6% | $119,126+29.2% | $154,746-0.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 18.59% | 379.08%-360.5pp | 282.11%-263.5pp | 172.34%-153.8pp |
| Employer contribution / active EE | $12,166 | $4,375+178.1% | $4,034+201.6% | $4,379+177.8% |
| Participant deferral / active EE | $10,474 | $5,842+79.3% | $5,318+97.0% | $6,730+55.6% |
| Admin fee / account holder | $6,093 | $11,961-49.1% | $10,693-43.0% | $14,365-57.6% |