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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 | $136,345 | $107,363+27.0% | $92,909+46.8% | $152,897-10.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.63% | 145.63%-127.0pp | 109.44%-90.8pp | 345.43%-326.8pp |
| Employer contribution / active EE | $12,301 | $4,222+191.4% | $3,653+236.7% | $4,764+158.2% |
| Participant deferral / active EE | $8,202 | $4,848+69.2% | $4,238+93.5% | $5,851+40.2% |
| Admin fee / account holder | $2,243 | $7,082-68.3% | $5,795-61.3% | $11,599-80.7% |