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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 | $148,847 | $185,905-19.9% | $170,057-12.5% | $139,487+6.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.28% | 60.56%-43.3pp | 53.42%-36.1pp | 373.84%-356.6pp |
| Employer contribution / active EE | $5,171 | $7,597-31.9% | $6,790-23.8% | $4,755+8.8% |
| Participant deferral / active EE | $9,756 | $11,627-16.1% | $10,411-6.3% | $6,713+45.3% |
| Admin fee / account holder | $13,909 | $15,397-9.7% | $12,826+8.4% | $11,407+21.9% |