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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 | $159,249 | $217,432-26.8% | $185,849-14.3% | $167,536-4.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.60% | 148.42%-136.8pp | 122.10%-110.5pp | 478.82%-467.2pp |
| Employer contribution / active EE | $7,451 | $5,875+26.8% | $5,169+44.2% | $4,839+54.0% |
| Participant deferral / active EE | $7,638 | $6,357+20.1% | $5,569+37.2% | $6,342+20.4% |
| Admin fee / account holder | $1,749 | $19,818-91.2% | $16,244-89.2% | $12,315-85.8% |