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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 | $145,176 | $77,416+87.5% | $69,464+109.0% | $152,897-5.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 9.82% | 39.08%-29.3pp | 28.98%-19.2pp | 345.43%-335.6pp |
| Employer contribution / active EE | $6,564 | $3,315+98.0% | $2,779+136.2% | $4,764+37.8% |
| Participant deferral / active EE | $5,835 | $4,413+32.2% | $3,536+65.0% | $5,851-0.3% |
| Admin fee / account holder | $2,114 | $6,208-65.9% | $3,840-45.0% | $11,599-81.8% |