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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 | $138,208 | $183,592-24.7% | $155,567-11.2% | $145,959-5.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.95% | 61.24%-49.3pp | 64.74%-52.8pp | 561.95%-550.0pp |
| Employer contribution / active EE | $5,931 | $5,315+11.6% | $4,674+26.9% | $4,661+27.3% |
| Participant deferral / active EE | $8,554 | $6,464+32.3% | $5,628+52.0% | $6,689+27.9% |
| Admin fee / account holder | $1,027 | $19,318-94.7% | $15,916-93.5% | $13,398-92.3% |