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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 | $151,701 | $183,627-17.4% | $155,602-2.5% | $145,978+3.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.94% | 61.32%-44.4pp | 64.81%-47.9pp | 550.52%-533.6pp |
| Employer contribution / active EE | $1,156 | $5,316-78.3% | $4,675-75.3% | $4,662-75.2% |
| Participant deferral / active EE | $19,492 | $6,466+201.5% | $5,629+246.3% | $6,690+191.4% |
| Admin fee / account holder | $5,152 | $19,327-73.3% | $15,923-67.6% | $13,400-61.6% |