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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 | $121,326 | $111,787+8.5% | $93,681+29.5% | $145,978-16.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.62% | 203.52%-192.9pp | 133.47%-122.8pp | 550.52%-539.9pp |
| Employer contribution / active EE | $13,607 | $3,093+339.9% | $2,422+461.7% | $4,662+191.9% |
| Participant deferral / active EE | $8,532 | $4,918+73.5% | $4,415+93.3% | $6,690+27.5% |
| Admin fee / account holder | $339 | $10,256-96.7% | $8,290-95.9% | $13,400-97.5% |