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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 | $152,438 | $183,539-16.9% | $155,556-2.0% | $145,897+4.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.25% | 61.31%-52.1pp | 64.84%-55.6pp | 552.29%-543.0pp |
| Employer contribution / active EE | $8,989 | $5,315+69.1% | $4,675+92.3% | $4,663+92.8% |
| Participant deferral / active EE | $5,310 | $6,467-17.9% | $5,631-5.7% | $6,689-20.6% |
| Admin fee / account holder | $3,167 | $19,275-83.6% | $15,885-80.1% | $13,390-76.3% |