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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 | $146,094 | $129,737+12.6% | $119,126+22.6% | $154,746-5.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.40% | 379.08%-362.7pp | 282.11%-265.7pp | 172.34%-155.9pp |
| Employer contribution / active EE | $9,478 | $4,375+116.6% | $4,034+135.0% | $4,379+116.4% |
| Participant deferral / active EE | $9,282 | $5,842+58.9% | $5,318+74.5% | $6,730+37.9% |
| Admin fee / account holder | $7,552 | $11,961-36.9% | $10,693-29.4% | $14,365-47.4% |