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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 | $126,217 | $132,099-4.5% | $115,599+9.2% | $138,895-9.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 15.93% | 176.76%-160.8pp | 111.10%-95.2pp | 145.39%-129.5pp |
| Employer contribution / active EE | $12,124 | $3,416+254.9% | $2,955+310.2% | $4,194+189.1% |
| Participant deferral / active EE | $9,559 | $5,617+70.2% | $4,889+95.5% | $6,396+49.5% |
| Admin fee / account holder | $16,330 | $15,650+4.3% | $12,841+27.2% | $12,562+30.0% |