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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 | $147,141 | $137,414+7.1% | $189,545-22.4% | $85,851+71.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 13.16% | 38.14%-25.0pp | 555.36%-542.2pp | 318.63%-305.5pp |
| Employer contribution / active EE | $10,716 | $4,344+146.7% | $6,162+73.9% | $2,565+317.7% |
| Participant deferral / active EE | $9,115 | $6,260+45.6% | $8,220+10.9% | $3,952+130.6% |
| Admin fee / account holder | $11,883 | $8,630+37.7% | $12,049-1.4% | $6,261+89.8% |