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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 | $129,101 | $105,145+22.8% | $94,664+36.4% | $139,466-7.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 13.13% | 38.09%-25.0pp | 156.84%-143.7pp | 373.66%-360.5pp |
| Employer contribution / active EE | $15,396 | $4,107+274.8% | $3,673+319.2% | $4,754+223.8% |
| Participant deferral / active EE | $12,600 | $7,599+65.8% | $7,417+69.9% | $6,712+87.7% |
| Admin fee / account holder | $1,303 | $8,972-85.5% | $7,222-82.0% | $11,409-88.6% |