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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 | $125,577 | $121,677+3.2% | $104,625+20.0% | $158,966-21.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 6.82% | 465.58%-458.8pp | 340.60%-333.8pp | 302.95%-296.1pp |
| Employer contribution / active EE | $14,552 | $3,165+359.8% | $2,681+442.7% | $4,762+205.6% |
| Participant deferral / active EE | $10,537 | $4,175+152.4% | $3,738+181.9% | $5,983+76.1% |
| Admin fee / account holder | $3,557 | $7,777-54.3% | $6,465-45.0% | $11,250-68.4% |