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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 | $149,442 | $125,184+19.4% | $105,607+41.5% | $145,884+2.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.02% | 225.00%-209.0pp | 116.11%-100.1pp | 551.85%-535.8pp |
| Employer contribution / active EE | $11,056 | $3,720+197.2% | $3,167+249.1% | $4,662+137.1% |
| Participant deferral / active EE | $12,191 | $5,714+113.4% | $5,011+143.3% | $6,690+82.2% |
| Admin fee / account holder | $4,281 | $17,133-75.0% | $10,958-60.9% | $13,392-68.0% |