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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 | $144,275 | $126,519+14.0% | $106,201+35.9% | $145,959-1.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.45% | 225.10%-215.7pp | 116.26%-106.8pp | 561.95%-552.5pp |
| Employer contribution / active EE | $12,366 | $3,726+231.9% | $3,170+290.1% | $4,661+165.3% |
| Participant deferral / active EE | $10,412 | $5,716+82.2% | $5,012+107.7% | $6,689+55.7% |
| Admin fee / account holder | $20,585 | $17,312+18.9% | $11,039+86.5% | $13,398+53.6% |