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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 | $95,392 | $125,184-23.8% | $105,607-9.7% | $145,884-34.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.70% | 225.00%-211.3pp | 116.11%-102.4pp | 551.85%-538.1pp |
| Employer contribution / active EE | $12,425 | $3,720+234.0% | $3,167+292.3% | $4,662+166.5% |
| Participant deferral / active EE | $7,385 | $5,714+29.2% | $5,011+47.4% | $6,690+10.4% |
| Admin fee / account holder | $45,248 | $17,133+164.1% | $10,958+312.9% | $13,392+237.9% |