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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 | $132,518 | $90,691+46.1% | $76,119+74.1% | $145,884-9.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.18% | 624.52%-612.3pp | 361.25%-349.1pp | 551.85%-539.7pp |
| Employer contribution / active EE | $11,137 | $3,329+234.6% | $2,693+313.6% | $4,662+138.9% |
| Participant deferral / active EE | $8,514 | $5,167+64.8% | $4,259+99.9% | $6,690+27.3% |
| Admin fee / account holder | $1,798 | $8,383-78.5% | $6,421-72.0% | $13,392-86.6% |