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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 | $145,192 | $202,440-28.3% | $169,390-14.3% | $139,466+4.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 18.37% | 532.36%-514.0pp | 406.07%-387.7pp | 373.66%-355.3pp |
| Employer contribution / active EE | $8,986 | $4,693+91.5% | $4,013+123.9% | $4,754+89.0% |
| Participant deferral / active EE | $12,141 | $6,940+74.9% | $6,222+95.1% | $6,712+80.9% |
| Admin fee / account holder | $1,467 | $10,722-86.3% | $9,015-83.7% | $11,409-87.1% |