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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 | $151,054 | $124,346+21.5% | $111,308+35.7% | $167,536-9.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.79% | 37.45%-22.7pp | 54.67%-39.9pp | 478.82%-464.0pp |
| Employer contribution / active EE | $4,191 | $3,437+21.9% | $2,732+53.4% | $4,839-13.4% |
| Participant deferral / active EE | $4,559 | $5,182-12.0% | $4,487+1.6% | $6,342-28.1% |
| Admin fee / account holder | $35,931 | $10,621+238.3% | $7,965+351.1% | $12,315+191.8% |