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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 | $111,892 | $70,366+59.0% | $66,674+67.8% | $138,895-19.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 21.49% | 386.41%-364.9pp | 321.24%-299.7pp | 145.39%-123.9pp |
| Employer contribution / active EE | $9,588 | $2,765+246.7% | $2,620+265.9% | $4,194+128.6% |
| Participant deferral / active EE | $12,157 | $4,374+177.9% | $4,084+197.7% | $6,396+90.1% |
| Admin fee / account holder | $6,519 | $5,262+23.9% | $5,098+27.9% | $12,562-48.1% |