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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 | $155,435 | $183,592-15.3% | $155,574-0.1% | $145,877+6.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.33% | 61.37%-47.0pp | 64.87%-50.5pp | 551.28%-536.9pp |
| Employer contribution / active EE | $9,297 | $5,317+74.9% | $4,676+98.8% | $4,663+99.4% |
| Participant deferral / active EE | $7,944 | $6,466+22.9% | $5,629+41.1% | $6,691+18.7% |
| Admin fee / account holder | $8,722 | $19,316-54.8% | $15,914-45.2% | $13,402-34.9% |