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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 | $147,185 | $183,516-19.8% | $155,534-5.4% | $145,884+0.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.46% | 61.43%-51.0pp | 64.92%-54.5pp | 551.85%-541.4pp |
| Employer contribution / active EE | $4,393 | $5,315-17.3% | $4,675-6.0% | $4,662-5.8% |
| Participant deferral / active EE | $10,556 | $6,467+63.2% | $5,630+87.5% | $6,690+57.8% |
| Admin fee / account holder | $1,498 | $19,293-92.2% | $15,900-90.6% | $13,392-88.8% |