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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 | $125,097 | $125,237-0.1% | $105,608+18.5% | $145,877-14.2% |
| Participation rate | 88.9% | 77.7%+11.2pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 14.40% | 225.76%-211.4pp | 116.50%-102.1pp | 551.28%-536.9pp |
| Employer contribution / active EE | $11,876 | $3,720+219.2% | $3,167+275.0% | $4,663+154.7% |
| Participant deferral / active EE | $6,125 | $5,711+7.3% | $5,010+22.3% | $6,691-8.5% |
| Admin fee / account holder | $1,023 | $17,287-94.1% | $11,028-90.7% | $13,402-92.4% |