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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 | $135,682 | $109,372+24.1% | $89,414+51.7% | $158,966-14.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.47% | 345.55%-332.1pp | 245.50%-232.0pp | 302.95%-289.5pp |
| Employer contribution / active EE | $12,240 | $3,171+285.9% | $2,586+373.2% | $4,762+157.0% |
| Participant deferral / active EE | $9,898 | $4,598+115.2% | $3,890+154.5% | $5,983+65.4% |
| Admin fee / account holder | $1,254 | $6,156-79.6% | $4,883-74.3% | $11,250-88.9% |