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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 | $144,287 | $109,967+31.2% | $97,197+48.4% | $145,877-1.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.73% | 244.27%-230.5pp | 75.47%-61.7pp | 551.28%-537.6pp |
| Employer contribution / active EE | $8,541 | $3,077+177.6% | $2,723+213.7% | $4,663+83.2% |
| Participant deferral / active EE | $11,096 | $4,676+137.3% | $4,263+160.3% | $6,691+65.8% |
| Admin fee / account holder | $5,756 | $6,199-7.1% | $5,637+2.1% | $13,402-57.1% |