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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 | $155,977 | $144,130+8.2% | $117,860+32.3% | $147,585+5.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.77% | 531.20%-517.4pp | 335.10%-321.3pp | 578.58%-564.8pp |
| Employer contribution / active EE | $12,245 | $4,897+150.1% | $3,786+223.4% | $4,876+151.1% |
| Participant deferral / active EE | $13,933 | $5,316+162.1% | $4,482+210.9% | $5,439+156.2% |
| Admin fee / account holder | $1,714 | $10,887-84.3% | $8,021-78.6% | $10,886-84.3% |