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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 | $142,027 | $125,237+13.4% | $105,608+34.5% | $145,877-2.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 26.52% | 225.76%-199.2pp | 116.50%-90.0pp | 551.28%-524.8pp |
| Employer contribution / active EE | $11,555 | $3,720+210.6% | $3,167+264.9% | $4,663+147.8% |
| Participant deferral / active EE | $9,795 | $5,711+71.5% | $5,010+95.5% | $6,691+46.4% |
| Admin fee / account holder | $8,321 | $17,287-51.9% | $11,028-24.5% | $13,402-37.9% |