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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 | $111,072 | $150,412-26.2% | $120,574-7.9% | $145,884-23.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 22.27% | 154.50%-132.2pp | 107.42%-85.2pp | 551.85%-529.6pp |
| Employer contribution / active EE | $11,558 | $4,355+165.4% | $3,471+233.0% | $4,662+147.9% |
| Participant deferral / active EE | $12,396 | $6,175+100.7% | $4,996+148.1% | $6,690+85.3% |
| Admin fee / account holder | $805 | $12,224-93.4% | $9,445-91.5% | $13,392-94.0% |