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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 | $144,528 | $104,937+37.7% | $84,628+70.8% | $152,897-5.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 20.48% | 373.88%-353.4pp | 258.80%-238.3pp | 345.43%-324.9pp |
| Employer contribution / active EE | $1,103 | $3,303-66.6% | $2,653-58.4% | $4,764-76.8% |
| Participant deferral / active EE | $12,687 | $4,690+170.5% | $3,900+225.3% | $5,851+116.8% |
| Admin fee / account holder | $6,287 | $6,243+0.7% | $4,914+27.9% | $11,599-45.8% |