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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 | $124,795 | $70,366+77.4% | $66,674+87.2% | $138,895-10.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 14.23% | 386.41%-372.2pp | 321.24%-307.0pp | 145.39%-131.2pp |
| Employer contribution / active EE | $8,412 | $2,765+204.2% | $2,620+221.1% | $4,194+100.6% |
| Participant deferral / active EE | $9,980 | $4,374+128.2% | $4,084+144.4% | $6,396+56.0% |
| Admin fee / account holder | $1,335 | $5,262-74.6% | $5,098-73.8% | $12,562-89.4% |