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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 | $139,193 | $148,582-6.3% | $135,942+2.4% | $139,456-0.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.94% | 79.26%-62.3pp | 68.28%-51.3pp | 373.45%-356.5pp |
| Employer contribution / active EE | $7,738 | $5,245+47.5% | $4,858+59.3% | $4,753+62.8% |
| Participant deferral / active EE | $6,503 | $8,101-19.7% | $7,759-16.2% | $6,711-3.1% |
| Admin fee / account holder | $873 | $12,402-93.0% | $10,764-91.9% | $11,407-92.3% |