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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 | $127,768 | $125,190+2.1% | $105,624+21.0% | $145,897-12.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.63% | 225.22%-213.6pp | 116.20%-104.6pp | 552.29%-540.7pp |
| Employer contribution / active EE | $21,518 | $3,720+478.4% | $3,168+579.3% | $4,663+361.5% |
| Participant deferral / active EE | $16,683 | $5,716+191.9% | $5,013+232.8% | $6,689+149.4% |
| Admin fee / account holder | $4,071 | $17,138-76.2% | $10,961-62.9% | $13,390-69.6% |