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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 | $183,592-14.9% | $155,574+0.4% | $145,877+7.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.96% | 61.37%-49.4pp | 64.87%-52.9pp | 551.28%-539.3pp |
| Employer contribution / active EE | $12,787 | $5,317+140.5% | $4,676+173.5% | $4,663+174.2% |
| Participant deferral / active EE | $13,640 | $6,466+110.9% | $5,629+142.3% | $6,691+103.9% |
| Admin fee / account holder | $7,435 | $19,316-61.5% | $15,914-53.3% | $13,402-44.5% |