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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 | $133,420 | $129,737+2.8% | $119,126+12.0% | $154,746-13.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.22% | 379.08%-362.9pp | 282.11%-265.9pp | 172.34%-156.1pp |
| Employer contribution / active EE | $6,649 | $4,375+52.0% | $4,034+64.9% | $4,379+51.8% |
| Participant deferral / active EE | $11,121 | $5,842+90.4% | $5,318+109.1% | $6,730+65.2% |
| Admin fee / account holder | $5,162 | $11,961-56.8% | $10,693-51.7% | $14,365-64.1% |