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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 | $184,346 | $165,361+11.5% | $149,715+23.1% | $158,950+16.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.47% | 348.24%-335.8pp | 276.66%-264.2pp | 302.91%-290.4pp |
| Employer contribution / active EE | $16,329 | $5,103+220.0% | $4,645+251.6% | $4,762+242.9% |
| Participant deferral / active EE | $10,950 | $7,182+52.5% | $6,842+60.0% | $5,983+83.0% |
| Admin fee / account holder | $5,055 | $10,808-53.2% | $9,310-45.7% | $11,248-55.1% |