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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 | $146,904 | $183,592-20.0% | $155,567-5.6% | $145,959+0.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.64% | 61.24%-51.6pp | 64.74%-55.1pp | 561.95%-552.3pp |
| Employer contribution / active EE | $8,502 | $5,315+60.0% | $4,674+81.9% | $4,661+82.4% |
| Participant deferral / active EE | $7,290 | $6,464+12.8% | $5,628+29.5% | $6,689+9.0% |
| Admin fee / account holder | $869 | $19,318-95.5% | $15,916-94.5% | $13,398-93.5% |