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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 | $131,153 | $183,516-28.5% | $155,534-15.7% | $145,884-10.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.87% | 61.43%-48.6pp | 64.92%-52.0pp | 551.85%-539.0pp |
| Employer contribution / active EE | $6,765 | $5,315+27.3% | $4,675+44.7% | $4,662+45.1% |
| Participant deferral / active EE | $6,204 | $6,467-4.1% | $5,630+10.2% | $6,690-7.3% |
| Admin fee / account holder | $3,580 | $19,293-81.4% | $15,900-77.5% | $13,392-73.3% |