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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 | $144,362 | $125,184+15.3% | $105,607+36.7% | $145,884-1.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.91% | 225.00%-211.1pp | 116.11%-102.2pp | 551.85%-537.9pp |
| Employer contribution / active EE | $3,285 | $3,720-11.7% | $3,167+3.7% | $4,662-29.5% |
| Participant deferral / active EE | $11,799 | $5,714+106.5% | $5,011+135.4% | $6,690+76.4% |
| Admin fee / account holder | $11,737 | $17,133-31.5% | $10,958+7.1% | $13,392-12.4% |