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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 | $125,190+13.4% | $105,624+34.5% | $145,897-2.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 26.52% | 225.22%-198.7pp | 116.20%-89.7pp | 552.29%-525.8pp |
| Employer contribution / active EE | $11,555 | $3,720+210.6% | $3,168+264.8% | $4,663+147.8% |
| Participant deferral / active EE | $9,795 | $5,716+71.4% | $5,013+95.4% | $6,689+46.4% |
| Admin fee / account holder | $8,321 | $17,138-51.4% | $10,961-24.1% | $13,390-37.9% |