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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 | $107,322 | $109,372-1.9% | $89,414+20.0% | $158,966-32.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.17% | 345.55%-332.4pp | 245.50%-232.3pp | 302.95%-289.8pp |
| Employer contribution / active EE | $12,444 | $3,171+292.4% | $2,586+381.1% | $4,762+161.3% |
| Participant deferral / active EE | $14,477 | $4,598+214.8% | $3,890+272.2% | $5,983+142.0% |
| Admin fee / account holder | $744 | $6,156-87.9% | $4,883-84.8% | $11,250-93.4% |