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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 | $162,088 | $125,778+28.9% | $114,563+41.5% | $154,746+4.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 12.35% | 295.14%-282.8pp | 241.09%-228.7pp | 172.34%-160.0pp |
| Employer contribution / active EE | $12,011 | $2,806+328.0% | $2,592+363.4% | $4,379+174.3% |
| Participant deferral / active EE | $6,504 | $4,445+46.3% | $4,142+57.0% | $6,730-3.4% |
| Admin fee / account holder | $11,427 | $8,190+39.5% | $7,623+49.9% | $14,365-20.5% |