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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 | $179,842 | $125,193+43.7% | $105,591+70.3% | $145,978+23.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.57% | 225.53%-216.0pp | 116.43%-106.9pp | 550.52%-540.9pp |
| Employer contribution / active EE | $6,576 | $3,718+76.8% | $3,166+107.7% | $4,662+41.1% |
| Participant deferral / active EE | $13,322 | $5,708+133.4% | $5,008+166.0% | $6,690+99.1% |
| Admin fee / account holder | $1,841 | $17,277-89.3% | $11,024-83.3% | $13,400-86.3% |