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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 | $176,291 | $208,088-15.3% | $186,193-5.3% | $154,746+13.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 16.63% | 89.97%-73.3pp | 78.03%-61.4pp | 172.34%-155.7pp |
| Employer contribution / active EE | $7,757 | $4,340+78.7% | $3,918+98.0% | $4,379+77.1% |
| Participant deferral / active EE | $21,637 | $7,078+205.7% | $6,513+232.2% | $6,730+221.5% |
| Admin fee / account holder | $690 | $11,698-94.1% | $11,058-93.8% | $14,365-95.2% |