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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 | $185,142 | $217,432-14.9% | $185,849-0.4% | $167,536+10.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.54% | 148.42%-138.9pp | 122.10%-112.6pp | 478.82%-469.3pp |
| Employer contribution / active EE | $16,815 | $5,875+186.2% | $5,169+225.3% | $4,839+247.5% |
| Participant deferral / active EE | $15,065 | $6,357+137.0% | $5,569+170.5% | $6,342+137.5% |
| Admin fee / account holder | $7,462 | $19,818-62.4% | $16,244-54.1% | $12,315-39.4% |