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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 | $130,426 | $175,257-25.6% | $149,717-12.9% | $139,456-6.5% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 15.08% | 166.70%-151.6pp | 134.41%-119.3pp | 373.45%-358.4pp |
| Employer contribution / active EE | $12,441 | $5,477+127.2% | $4,820+158.1% | $4,753+161.8% |
| Participant deferral / active EE | $9,326 | $6,521+43.0% | $5,682+64.1% | $6,711+39.0% |
| Admin fee / account holder | $1,445 | $16,156-91.1% | $13,213-89.1% | $11,407-87.3% |