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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 | $140,755 | $152,619-7.8% | $125,195+12.4% | $152,909-7.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.43% | 54.85%-34.4pp | 43.79%-23.4pp | 345.46%-325.0pp |
| Employer contribution / active EE | $8,622 | $4,947+74.3% | $3,866+123.0% | $4,764+81.0% |
| Participant deferral / active EE | $7,277 | $5,869+24.0% | $4,937+47.4% | $5,851+24.4% |
| Admin fee / account holder | $522 | $13,437-96.1% | $9,704-94.6% | $11,601-95.5% |