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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 | $151,686 | $198,457-23.6% | $170,435-11.0% | $147,586+2.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.47% | 257.30%-247.8pp | 205.94%-196.5pp | 578.59%-569.1pp |
| Employer contribution / active EE | $4,426 | $6,183-28.4% | $5,432-18.5% | $4,876-9.2% |
| Participant deferral / active EE | $5,584 | $5,629-0.8% | $4,939+13.1% | $5,439+2.7% |
| Admin fee / account holder | $1,148 | $16,852-93.2% | $13,881-91.7% | $10,886-89.5% |