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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 | $146,816 | $232,540-36.9% | $185,117-20.7% | $147,586-0.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 21.14% | 43.03%-21.9pp | 40.50%-19.4pp | 578.59%-557.4pp |
| Employer contribution / active EE | $7,461 | $5,195+43.6% | $4,182+78.4% | $4,876+53.0% |
| Participant deferral / active EE | $8,079 | $5,834+38.5% | $5,045+60.1% | $5,439+48.5% |
| Admin fee / account holder | $4,094 | $10,275-60.2% | $8,159-49.8% | $10,886-62.4% |