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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 | $144,926 | $107,368+35.0% | $92,915+56.0% | $152,909-5.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.74% | 145.64%-123.9pp | 109.45%-87.7pp | 345.46%-323.7pp |
| Employer contribution / active EE | $6,753 | $4,222+59.9% | $3,653+84.8% | $4,764+41.7% |
| Participant deferral / active EE | $6,950 | $4,848+43.4% | $4,238+64.0% | $5,851+18.8% |
| Admin fee / account holder | $628 | $7,082-91.1% | $5,796-89.2% | $11,601-94.6% |