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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 | $109,904+31.3% | $97,167+48.5% | $145,959-1.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.73% | 243.43%-229.7pp | 75.27%-61.5pp | 561.95%-548.2pp |
| Employer contribution / active EE | $8,541 | $3,084+176.9% | $2,729+213.0% | $4,661+83.2% |
| Participant deferral / active EE | $11,096 | $4,676+137.3% | $4,264+160.2% | $6,689+65.9% |
| Admin fee / account holder | $5,756 | $6,216-7.4% | $5,650+1.9% | $13,398-57.0% |