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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 | $142,234 | $183,539-22.5% | $155,556-8.6% | $145,897-2.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.72% | 61.31%-51.6pp | 64.84%-55.1pp | 552.29%-542.6pp |
| Employer contribution / active EE | $12,039 | $5,315+126.5% | $4,675+157.5% | $4,663+158.2% |
| Participant deferral / active EE | $8,773 | $6,467+35.7% | $5,631+55.8% | $6,689+31.2% |
| Admin fee / account holder | $2,082 | $19,275-89.2% | $15,885-86.9% | $13,390-84.5% |