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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 | $160,520 | $183,516-12.5% | $155,534+3.2% | $145,884+10.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.09% | 61.43%-52.3pp | 64.92%-55.8pp | 551.85%-542.8pp |
| Employer contribution / active EE | $9,651 | $5,315+81.6% | $4,675+106.5% | $4,662+107.0% |
| Participant deferral / active EE | $8,399 | $6,467+29.9% | $5,630+49.2% | $6,690+25.6% |
| Admin fee / account holder | $1,625 | $19,293-91.6% | $15,900-89.8% | $13,392-87.9% |