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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 | $149,745 | $118,877+26.0% | $96,570+55.1% | $167,536-10.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.67% | 50.50%-38.8pp | 37.79%-26.1pp | 478.82%-467.2pp |
| Employer contribution / active EE | $2,761 | $3,121-11.5% | $2,357+17.1% | $4,839-42.9% |
| Participant deferral / active EE | $7,777 | $4,617+68.5% | $3,849+102.0% | $6,342+22.6% |
| Admin fee / account holder | $5,938 | $8,069-26.4% | $6,182-3.9% | $12,315-51.8% |