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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 | $146,698 | $183,539-20.1% | $155,556-5.7% | $145,897+0.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.18% | 61.31%-51.1pp | 64.84%-54.7pp | 552.29%-542.1pp |
| Employer contribution / active EE | $7,033 | $5,315+32.3% | $4,675+50.4% | $4,663+50.8% |
| Participant deferral / active EE | $6,668 | $6,467+3.1% | $5,631+18.4% | $6,689-0.3% |
| Admin fee / account holder | $686 | $19,275-96.4% | $15,885-95.7% | $13,390-94.9% |