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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 | $146,069 | $183,516-20.4% | $155,534-6.1% | $145,884+0.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.90% | 61.43%-48.5pp | 64.92%-52.0pp | 551.85%-538.9pp |
| Employer contribution / active EE | $6,715 | $5,315+26.3% | $4,675+43.6% | $4,662+44.0% |
| Participant deferral / active EE | $8,357 | $6,467+29.2% | $5,630+48.4% | $6,690+24.9% |
| Admin fee / account holder | $649 | $19,293-96.6% | $15,900-95.9% | $13,392-95.2% |