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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 | $125,190+15.2% | $105,624+36.6% | $145,897-1.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.45% | 225.22%-215.8pp | 116.20%-106.8pp | 552.29%-542.8pp |
| Employer contribution / active EE | $12,366 | $3,720+232.4% | $3,168+290.4% | $4,663+165.2% |
| Participant deferral / active EE | $10,412 | $5,716+82.2% | $5,013+107.7% | $6,689+55.7% |
| Admin fee / account holder | $20,585 | $17,138+20.1% | $10,961+87.8% | $13,390+53.7% |