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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 | $152,946 | $183,592-16.7% | $155,574-1.7% | $145,877+4.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.75% | 61.37%-43.6pp | 64.87%-47.1pp | 551.28%-533.5pp |
| Employer contribution / active EE | $8,412 | $5,317+58.2% | $4,676+79.9% | $4,663+80.4% |
| Participant deferral / active EE | $3,140 | $6,466-51.4% | $5,629-44.2% | $6,691-53.1% |
| Admin fee / account holder | $5,060 | $19,316-73.8% | $15,914-68.2% | $13,402-62.2% |