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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 | $110,093+12.0% | $97,295+26.7% | $145,897-15.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.55% | 244.76%-230.2pp | 75.62%-61.1pp | 552.29%-537.7pp |
| Employer contribution / active EE | $12,791 | $3,077+315.6% | $2,723+369.7% | $4,663+174.3% |
| Participant deferral / active EE | $8,386 | $4,678+79.3% | $4,264+96.7% | $6,689+25.4% |
| Admin fee / account holder | $1,882 | $6,212-69.7% | $5,646-66.7% | $13,390-85.9% |