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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 | $139,260 | $125,778+10.7% | $114,563+21.6% | $154,746-10.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 15.88% | 295.14%-279.3pp | 241.09%-225.2pp | 172.34%-156.5pp |
| Employer contribution / active EE | $6,886 | $2,806+145.4% | $2,592+165.6% | $4,379+57.2% |
| Participant deferral / active EE | $9,300 | $4,445+109.2% | $4,142+124.5% | $6,730+38.2% |
| Admin fee / account holder | $3,758 | $8,190-54.1% | $7,623-50.7% | $14,365-73.8% |