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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 | $169,329 | $174,018-2.7% | $136,833+23.7% | $198,609-14.7% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.0%+41.0pp | 82.4%+17.6pp |
| Annual return | 13.69% | 35.16%-21.5pp | 35.32%-21.6pp | 202.70%-189.0pp |
| Employer contribution / active EE | $3,062 | $1,571+94.9% | $1,319+132.2% | $5,055-39.4% |
| Participant deferral / active EE | $11,591 | $2,873+303.4% | $2,441+374.9% | $6,977+66.1% |
| Admin fee / account holder | $16,706 | $5,434+207.4% | $4,706+255.0% | $19,030-12.2% |