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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 | $153,404 | $157,296-2.5% | $141,191+8.6% | $152,897+0.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.63% | 64.34%-40.7pp | 71.41%-47.8pp | 345.43%-321.8pp |
| Employer contribution / active EE | $7,647 | $5,262+45.3% | $4,736+61.5% | $4,764+60.5% |
| Participant deferral / active EE | $6,476 | $7,111-8.9% | $6,710-3.5% | $5,851+10.7% |
| Admin fee / account holder | $323 | $12,125-97.3% | $10,264-96.9% | $11,599-97.2% |