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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 | $149,967 | $232,540-35.5% | $185,117-19.0% | $147,586+1.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 12.83% | 43.03%-30.2pp | 40.50%-27.7pp | 578.59%-565.8pp |
| Employer contribution / active EE | $2,667 | $5,195-48.7% | $4,182-36.2% | $4,876-45.3% |
| Participant deferral / active EE | $9,325 | $5,834+59.8% | $5,045+84.8% | $5,439+71.5% |
| Admin fee / account holder | $1,149 | $10,275-88.8% | $8,159-85.9% | $10,886-89.4% |