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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 | $149,679 | $183,592-18.5% | $155,574-3.8% | $145,877+2.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.19% | 61.37%-52.2pp | 64.87%-55.7pp | 551.28%-542.1pp |
| Employer contribution / active EE | $10,943 | $5,317+105.8% | $4,676+134.0% | $4,663+134.7% |
| Participant deferral / active EE | $7,373 | $6,466+14.0% | $5,629+31.0% | $6,691+10.2% |
| Admin fee / account holder | $15,895 | $19,316-17.7% | $15,914-0.1% | $13,402+18.6% |