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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 | $120,386 | $125,237-3.9% | $105,608+14.0% | $145,877-17.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.28% | 225.76%-211.5pp | 116.50%-102.2pp | 551.28%-537.0pp |
| Employer contribution / active EE | $12,931 | $3,720+247.6% | $3,167+308.3% | $4,663+177.3% |
| Participant deferral / active EE | $16,500 | $5,711+188.9% | $5,010+229.4% | $6,691+146.6% |
| Admin fee / account holder | $795 | $17,287-95.4% | $11,028-92.8% | $13,402-94.1% |