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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 | $138,379 | $125,184+10.5% | $105,607+31.0% | $145,884-5.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.71% | 225.00%-212.3pp | 116.11%-103.4pp | 551.85%-539.1pp |
| Employer contribution / active EE | $8,976 | $3,720+141.3% | $3,167+183.4% | $4,662+92.5% |
| Participant deferral / active EE | $17,350 | $5,714+203.6% | $5,011+246.2% | $6,690+159.4% |
| Admin fee / account holder | $44,572 | $17,133+160.1% | $10,958+306.7% | $13,392+232.8% |