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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 | $132,411 | $125,237+5.7% | $105,608+25.4% | $145,877-9.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.57% | 225.76%-216.2pp | 116.50%-106.9pp | 551.28%-541.7pp |
| Employer contribution / active EE | $10,138 | $3,720+172.5% | $3,167+220.1% | $4,663+117.4% |
| Participant deferral / active EE | $0 | $5,711-100.0% | $5,010-100.0% | $6,691-100.0% |
| Admin fee / account holder | $5,821 | $17,287-66.3% | $11,028-47.2% | $13,402-56.6% |