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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 | $154,748 | $107,368+44.1% | $92,915+66.5% | $152,909+1.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 12.47% | 145.64%-133.2pp | 109.45%-97.0pp | 345.46%-333.0pp |
| Employer contribution / active EE | $6,449 | $4,222+52.7% | $3,653+76.5% | $4,764+35.4% |
| Participant deferral / active EE | $9,875 | $4,848+103.7% | $4,238+133.0% | $5,851+68.8% |
| Admin fee / account holder | $27,660 | $7,082+290.6% | $5,796+377.3% | $11,601+138.4% |