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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 | $116,324 | $107,368+8.3% | $92,915+25.2% | $152,909-23.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.60% | 145.64%-126.0pp | 109.45%-89.9pp | 345.46%-325.9pp |
| Employer contribution / active EE | $10,240 | $4,222+142.5% | $3,653+180.3% | $4,764+114.9% |
| Participant deferral / active EE | $2,097 | $4,848-56.7% | $4,238-50.5% | $5,851-64.2% |
| Admin fee / account holder | $5,385 | $7,082-24.0% | $5,796-7.1% | $11,601-53.6% |