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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 | $183,516-20.7% | $155,534-6.4% | $145,884-0.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.63% | 61.43%-47.8pp | 64.92%-51.3pp | 551.85%-538.2pp |
| Employer contribution / active EE | $9,462 | $5,315+78.0% | $4,675+102.4% | $4,662+102.9% |
| Participant deferral / active EE | $4,729 | $6,467-26.9% | $5,630-16.0% | $6,690-29.3% |
| Admin fee / account holder | $7,032 | $19,293-63.6% | $15,900-55.8% | $13,392-47.5% |