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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 | $144,762 | $121,701+18.9% | $104,639+38.3% | $158,982-8.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 13.10% | 465.72%-452.6pp | 340.67%-327.6pp | 302.99%-289.9pp |
| Employer contribution / active EE | $17,990 | $3,165+468.3% | $2,682+570.8% | $4,763+277.7% |
| Participant deferral / active EE | $7,961 | $4,176+90.6% | $3,738+113.0% | $5,983+33.1% |
| Admin fee / account holder | $9,103 | $7,778+17.0% | $6,465+40.8% | $11,252-19.1% |