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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 | $145,664 | $77,416+88.2% | $69,464+109.7% | $152,897-4.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 26.04% | 39.08%-13.0pp | 28.98%-2.9pp | 345.43%-319.4pp |
| Employer contribution / active EE | $5,859 | $3,315+76.8% | $2,779+110.8% | $4,764+23.0% |
| Participant deferral / active EE | $9,829 | $4,413+122.7% | $3,536+178.0% | $5,851+68.0% |
| Admin fee / account holder | $5,574 | $6,208-10.2% | $3,840+45.1% | $11,599-51.9% |