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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 | $140,381 | $148,629-5.5% | $135,982+3.2% | $139,487+0.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.53% | 79.33%-63.8pp | 68.32%-52.8pp | 373.84%-358.3pp |
| Employer contribution / active EE | $8,989 | $5,247+71.3% | $4,859+85.0% | $4,755+89.1% |
| Participant deferral / active EE | $7,256 | $8,102-10.4% | $7,760-6.5% | $6,713+8.1% |
| Admin fee / account holder | $16,096 | $12,406+29.7% | $10,767+49.5% | $11,407+41.1% |