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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 | $115,684 | $107,368+7.7% | $92,915+24.5% | $152,909-24.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.18% | 145.64%-122.5pp | 109.45%-86.3pp | 345.46%-322.3pp |
| Employer contribution / active EE | $23,117 | $4,222+447.5% | $3,653+532.7% | $4,764+385.3% |
| Participant deferral / active EE | $9,528 | $4,848+96.5% | $4,238+124.8% | $5,851+62.8% |
| Admin fee / account holder | $1,300 | $7,082-81.6% | $5,796-77.6% | $11,601-88.8% |