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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 | $137,482 | $125,184+9.8% | $105,607+30.2% | $145,884-5.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.61% | 225.00%-211.4pp | 116.11%-102.5pp | 551.85%-538.2pp |
| Employer contribution / active EE | $3,500 | $3,720-5.9% | $3,167+10.5% | $4,662-24.9% |
| Participant deferral / active EE | $2,705 | $5,714-52.7% | $5,011-46.0% | $6,690-59.6% |
| Admin fee / account holder | $6,962 | $17,133-59.4% | $10,958-36.5% | $13,392-48.0% |