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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 | $183,208 | $217,432-15.7% | $185,849-1.4% | $167,536+9.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.95% | 148.42%-138.5pp | 122.10%-112.1pp | 478.82%-468.9pp |
| Employer contribution / active EE | $5,609 | $5,875-4.5% | $5,169+8.5% | $4,839+15.9% |
| Participant deferral / active EE | $7,298 | $6,357+14.8% | $5,569+31.0% | $6,342+15.1% |
| Admin fee / account holder | $1,098 | $19,818-94.5% | $16,244-93.2% | $12,315-91.1% |