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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 | $143,423 | $148,582-3.5% | $135,942+5.5% | $139,456+2.8% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 17.98% | 79.26%-61.3pp | 68.28%-50.3pp | 373.45%-355.5pp |
| Employer contribution / active EE | $25,568 | $5,245+387.5% | $4,858+426.4% | $4,753+438.0% |
| Participant deferral / active EE | $16,348 | $8,101+101.8% | $7,759+110.7% | $6,711+143.6% |
| Admin fee / account holder | $4,542 | $12,402-63.4% | $10,764-57.8% | $11,407-60.2% |