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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 | $78,326 | $70,366+11.3% | $66,674+17.5% | $138,895-43.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 26.15% | 386.41%-360.3pp | 321.24%-295.1pp | 145.39%-119.2pp |
| Employer contribution / active EE | $11,104 | $2,765+301.6% | $2,620+323.8% | $4,194+164.7% |
| Participant deferral / active EE | $10,112 | $4,374+131.2% | $4,084+147.6% | $6,396+58.1% |
| Admin fee / account holder | $12,532 | $5,262+138.1% | $5,098+145.8% | $12,562-0.2% |