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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 | $151,701 | $208,088-27.1% | $186,193-18.5% | $154,746-2.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 12.14% | 89.97%-77.8pp | 78.03%-65.9pp | 172.34%-160.2pp |
| Employer contribution / active EE | $7,462 | $4,340+71.9% | $3,918+90.5% | $4,379+70.4% |
| Participant deferral / active EE | $8,828 | $7,078+24.7% | $6,513+35.5% | $6,730+31.2% |
| Admin fee / account holder | $10,707 | $11,698-8.5% | $11,058-3.2% | $14,365-25.5% |