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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 | $148,134 | $183,539-19.3% | $155,556-4.8% | $145,897+1.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.76% | 61.31%-47.5pp | 64.84%-51.1pp | 552.29%-538.5pp |
| Employer contribution / active EE | $8,138 | $5,315+53.1% | $4,675+74.1% | $4,663+74.5% |
| Participant deferral / active EE | $9,333 | $6,467+44.3% | $5,631+65.8% | $6,689+39.5% |
| Admin fee / account holder | $7,255 | $19,275-62.4% | $15,885-54.3% | $13,390-45.8% |