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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 | $145,525 | $183,592-20.7% | $155,567-6.5% | $145,959-0.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.63% | 61.24%-47.6pp | 64.74%-51.1pp | 561.95%-548.3pp |
| Employer contribution / active EE | $9,462 | $5,315+78.0% | $4,674+102.4% | $4,661+103.0% |
| Participant deferral / active EE | $4,729 | $6,464-26.8% | $5,628-16.0% | $6,689-29.3% |
| Admin fee / account holder | $7,032 | $19,318-63.6% | $15,916-55.8% | $13,398-47.5% |