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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 | $144,004 | $109,344+31.7% | $89,400+61.1% | $158,950-9.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 11.75% | 345.73%-334.0pp | 245.64%-233.9pp | 302.91%-291.2pp |
| Employer contribution / active EE | $14,793 | $3,170+366.6% | $2,586+472.1% | $4,762+210.7% |
| Participant deferral / active EE | $8,290 | $4,599+80.3% | $3,890+113.1% | $5,983+38.6% |
| Admin fee / account holder | $2,816 | $6,154-54.2% | $4,882-42.3% | $11,248-75.0% |