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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 | $146,210 | $183,592-20.4% | $155,574-6.0% | $145,877+0.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.91% | 61.37%-44.5pp | 64.87%-48.0pp | 551.28%-534.4pp |
| Employer contribution / active EE | $7,406 | $5,317+39.3% | $4,676+58.4% | $4,663+58.8% |
| Participant deferral / active EE | $14,389 | $6,466+122.5% | $5,629+155.6% | $6,691+115.1% |
| Admin fee / account holder | $15,573 | $19,316-19.4% | $15,914-2.1% | $13,402+16.2% |