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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 | $147,051 | $152,612-3.6% | $125,192+17.5% | $152,897-3.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.52% | 54.85%-34.3pp | 43.79%-23.3pp | 345.43%-324.9pp |
| Employer contribution / active EE | $2,734 | $4,947-44.7% | $3,866-29.3% | $4,764-42.6% |
| Participant deferral / active EE | $10,455 | $5,868+78.2% | $4,937+111.8% | $5,851+78.7% |
| Admin fee / account holder | $1,475 | $13,437-89.0% | $9,704-84.8% | $11,599-87.3% |