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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 | $146,625 | $148,629-1.3% | $135,982+7.8% | $139,487+5.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.65% | 79.33%-60.7pp | 68.32%-49.7pp | 373.84%-355.2pp |
| Employer contribution / active EE | $13,495 | $5,247+157.2% | $4,859+177.7% | $4,755+183.8% |
| Participant deferral / active EE | $15,417 | $8,102+90.3% | $7,760+98.7% | $6,713+129.7% |
| Admin fee / account holder | $7,163 | $12,406-42.3% | $10,767-33.5% | $11,407-37.2% |