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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 | $115,152 | $109,372+5.3% | $89,414+28.8% | $158,966-27.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 33.14% | 345.55%-312.4pp | 245.50%-212.4pp | 302.95%-269.8pp |
| Employer contribution / active EE | $11,905 | $3,171+275.4% | $2,586+360.3% | $4,762+150.0% |
| Participant deferral / active EE | $13,177 | $4,598+186.6% | $3,890+238.8% | $5,983+120.2% |
| Admin fee / account holder | $7,681 | $6,156+24.8% | $4,883+57.3% | $11,250-31.7% |