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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 | $148,380 | $175,259-15.3% | $149,723-0.9% | $139,487+6.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 28.93% | 166.82%-137.9pp | 134.50%-105.6pp | 373.84%-344.9pp |
| Employer contribution / active EE | $7,200 | $5,478+31.4% | $4,821+49.3% | $4,755+51.4% |
| Participant deferral / active EE | $10,957 | $6,522+68.0% | $5,682+92.8% | $6,713+63.2% |
| Admin fee / account holder | $4,400 | $16,158-72.8% | $13,215-66.7% | $11,407-61.4% |