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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 | $123,292 | $109,904+12.2% | $97,167+26.9% | $145,959-15.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.55% | 243.43%-228.9pp | 75.27%-60.7pp | 561.95%-547.4pp |
| Employer contribution / active EE | $12,791 | $3,084+314.7% | $2,729+368.7% | $4,661+174.4% |
| Participant deferral / active EE | $8,386 | $4,676+79.3% | $4,264+96.7% | $6,689+25.4% |
| Admin fee / account holder | $1,882 | $6,216-69.7% | $5,650-66.7% | $13,398-86.0% |