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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 | $125,949 | $107,368+17.3% | $92,915+35.6% | $152,909-17.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.42% | 145.64%-125.2pp | 109.45%-89.0pp | 345.46%-325.0pp |
| Employer contribution / active EE | $8,428 | $4,222+99.6% | $3,653+130.7% | $4,764+76.9% |
| Participant deferral / active EE | $10,946 | $4,848+125.8% | $4,238+158.3% | $5,851+87.1% |
| Admin fee / account holder | $5,367 | $7,082-24.2% | $5,796-7.4% | $11,601-53.7% |