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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 | $235,972 | $129,737+81.9% | $119,126+98.1% | $154,746+52.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 11.36% | 379.08%-367.7pp | 282.11%-270.7pp | 172.34%-161.0pp |
| Employer contribution / active EE | $8,431 | $4,375+92.7% | $4,034+109.0% | $4,379+92.5% |
| Participant deferral / active EE | $8,062 | $5,842+38.0% | $5,318+51.6% | $6,730+19.8% |
| Admin fee / account holder | $4,093 | $11,961-65.8% | $10,693-61.7% | $14,365-71.5% |