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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 | $146,938 | $107,368+36.9% | $92,915+58.1% | $152,909-3.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 29.43% | 145.64%-116.2pp | 109.45%-80.0pp | 345.46%-316.0pp |
| Employer contribution / active EE | $7,828 | $4,222+85.4% | $3,653+114.3% | $4,764+64.3% |
| Participant deferral / active EE | $6,671 | $4,848+37.6% | $4,238+57.4% | $5,851+14.0% |
| Admin fee / account holder | $1,654 | $7,082-76.6% | $5,796-71.5% | $11,601-85.7% |