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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 | $148,844 | $183,539-18.9% | $155,556-4.3% | $145,897+2.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.10% | 61.31%-40.2pp | 64.84%-43.7pp | 552.29%-531.2pp |
| Employer contribution / active EE | $9,713 | $5,315+82.7% | $4,675+107.8% | $4,663+108.3% |
| Participant deferral / active EE | $14,241 | $6,467+120.2% | $5,631+152.9% | $6,689+112.9% |
| Admin fee / account holder | $4,668 | $19,275-75.8% | $15,885-70.6% | $13,390-65.1% |