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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 | $156,257 | $183,539-14.9% | $155,556+0.5% | $145,897+7.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.96% | 61.31%-49.3pp | 64.84%-52.9pp | 552.29%-540.3pp |
| Employer contribution / active EE | $12,787 | $5,315+140.6% | $4,675+173.5% | $4,663+174.2% |
| Participant deferral / active EE | $13,640 | $6,467+110.9% | $5,631+142.2% | $6,689+103.9% |
| Admin fee / account holder | $7,435 | $19,275-61.4% | $15,885-53.2% | $13,390-44.5% |