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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 | $148,575 | $175,259-15.2% | $149,723-0.8% | $139,487+6.5% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 14.18% | 166.82%-152.6pp | 134.50%-120.3pp | 373.84%-359.7pp |
| Employer contribution / active EE | $3,650 | $5,478-33.4% | $4,821-24.3% | $4,755-23.2% |
| Participant deferral / active EE | $9,539 | $6,522+46.3% | $5,682+67.9% | $6,713+42.1% |
| Admin fee / account holder | $1,075 | $16,158-93.3% | $13,215-91.9% | $11,407-90.6% |