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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 | $164,724 | $134,817+22.2% | $123,973+32.9% | $155,188+6.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 14.52% | 515.49%-501.0pp | 388.13%-373.6pp | 148.84%-134.3pp |
| Employer contribution / active EE | $12,037 | $4,425+172.0% | $4,126+191.8% | $4,248+183.4% |
| Participant deferral / active EE | $12,139 | $5,706+112.7% | $5,247+131.4% | $6,531+85.9% |
| Admin fee / account holder | $10,617 | $13,245-19.8% | $11,799-10.0% | $14,480-26.7% |