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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 | $151,718 | $183,539-17.3% | $155,556-2.5% | $145,897+4.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.67% | 61.31%-46.6pp | 64.84%-50.2pp | 552.29%-537.6pp |
| Employer contribution / active EE | $10,026 | $5,315+88.6% | $4,675+114.4% | $4,663+115.0% |
| Participant deferral / active EE | $9,980 | $6,467+54.3% | $5,631+77.2% | $6,689+49.2% |
| Admin fee / account holder | $2,087 | $19,275-89.2% | $15,885-86.9% | $13,390-84.4% |