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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 | $135,876 | $126,519+7.4% | $106,201+27.9% | $145,959-6.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.55% | 225.10%-211.5pp | 116.26%-102.7pp | 561.95%-548.4pp |
| Employer contribution / active EE | $13,023 | $3,726+249.5% | $3,170+310.9% | $4,661+179.4% |
| Participant deferral / active EE | $9,525 | $5,716+66.7% | $5,012+90.0% | $6,689+42.4% |
| Admin fee / account holder | $6,026 | $17,312-65.2% | $11,039-45.4% | $13,398-55.0% |