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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 | $151,259 | $183,516-17.6% | $155,534-2.7% | $145,884+3.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.86% | 61.43%-48.6pp | 64.92%-52.1pp | 551.85%-539.0pp |
| Employer contribution / active EE | $13,772 | $5,315+159.1% | $4,675+194.6% | $4,662+195.4% |
| Participant deferral / active EE | $8,075 | $6,467+24.9% | $5,630+43.4% | $6,690+20.7% |
| Admin fee / account holder | $908 | $19,293-95.3% | $15,900-94.3% | $13,392-93.2% |