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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 | $176,484 | $217,432-18.8% | $185,849-5.0% | $167,536+5.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.04% | 148.42%-136.4pp | 122.10%-110.1pp | 478.82%-466.8pp |
| Employer contribution / active EE | $2,926 | $5,875-50.2% | $5,169-43.4% | $4,839-39.5% |
| Participant deferral / active EE | $11,858 | $6,357+86.5% | $5,569+112.9% | $6,342+87.0% |
| Admin fee / account holder | $7,597 | $19,818-61.7% | $16,244-53.2% | $12,315-38.3% |