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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 | $126,519-4.8% | $106,201+13.4% | $145,959-17.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.28% | 225.10%-210.8pp | 116.26%-102.0pp | 561.95%-547.7pp |
| Employer contribution / active EE | $12,931 | $3,726+247.1% | $3,170+307.9% | $4,661+177.4% |
| Participant deferral / active EE | $16,500 | $5,716+188.7% | $5,012+229.2% | $6,689+146.7% |
| Admin fee / account holder | $795 | $17,312-95.4% | $11,039-92.8% | $13,398-94.1% |