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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 | $127,995 | $70,366+81.9% | $66,674+92.0% | $138,895-7.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 18.57% | 386.41%-367.8pp | 321.24%-302.7pp | 145.39%-126.8pp |
| Employer contribution / active EE | $10,365 | $2,765+274.8% | $2,620+295.6% | $4,194+147.1% |
| Participant deferral / active EE | $7,412 | $4,374+69.5% | $4,084+81.5% | $6,396+15.9% |
| Admin fee / account holder | $11,755 | $5,262+123.4% | $5,098+130.6% | $12,562-6.4% |