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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 | $123,652 | $150,207-17.7% | $120,380+2.7% | $145,978-15.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.44% | 154.28%-142.8pp | 107.28%-95.8pp | 550.52%-539.1pp |
| Employer contribution / active EE | $12,219 | $4,351+180.9% | $3,465+252.6% | $4,662+162.1% |
| Participant deferral / active EE | $9,589 | $6,175+55.3% | $4,992+92.1% | $6,690+43.3% |
| Admin fee / account holder | $1,221 | $12,203-90.0% | $9,421-87.0% | $13,400-90.9% |