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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 | $127,024 | $73,546+72.7% | $63,018+101.6% | $147,586-13.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.67% | 175.56%-162.9pp | 87.62%-75.0pp | 578.59%-565.9pp |
| Employer contribution / active EE | $10,715 | $3,324+222.4% | $2,761+288.1% | $4,876+119.7% |
| Participant deferral / active EE | $9,088 | $4,185+117.2% | $3,330+173.0% | $5,439+67.1% |
| Admin fee / account holder | $8,208 | $5,956+37.8% | $3,601+128.0% | $10,886-24.6% |