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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 | $119,572 | $112,933+5.9% | $90,970+31.4% | $158,982-24.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 10.86% | 215.82%-205.0pp | 134.60%-123.7pp | 302.99%-292.1pp |
| Employer contribution / active EE | $12,097 | $2,893+318.1% | $2,122+470.1% | $4,763+154.0% |
| Participant deferral / active EE | $13,105 | $4,128+217.5% | $3,373+288.5% | $5,983+119.0% |
| Admin fee / account holder | $11,962 | $8,047+48.7% | $5,961+100.7% | $11,252+6.3% |