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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 | $156,777 | $183,592-14.6% | $155,574+0.8% | $145,877+7.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.33% | 61.37%-34.0pp | 64.87%-37.5pp | 551.28%-524.0pp |
| Employer contribution / active EE | $17,145 | $5,317+222.5% | $4,676+266.7% | $4,663+267.7% |
| Participant deferral / active EE | $9,443 | $6,466+46.0% | $5,629+67.7% | $6,691+41.1% |
| Admin fee / account holder | $2,917 | $19,316-84.9% | $15,914-81.7% | $13,402-78.2% |