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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 | $131,281 | $107,368+22.3% | $92,915+41.3% | $152,909-14.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.88% | 145.64%-124.8pp | 109.45%-88.6pp | 345.46%-324.6pp |
| Employer contribution / active EE | $6,826 | $4,222+61.7% | $3,653+86.8% | $4,764+43.3% |
| Participant deferral / active EE | $7,607 | $4,848+56.9% | $4,238+79.5% | $5,851+30.0% |
| Admin fee / account holder | $6,117 | $7,082-13.6% | $5,796+5.6% | $11,601-47.3% |