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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 | $145,104 | $183,539-20.9% | $155,556-6.7% | $145,897-0.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.90% | 61.31%-47.4pp | 64.84%-50.9pp | 552.29%-538.4pp |
| Employer contribution / active EE | $3,490 | $5,315-34.3% | $4,675-25.4% | $4,663-25.2% |
| Participant deferral / active EE | $7,008 | $6,467+8.4% | $5,631+24.5% | $6,689+4.8% |
| Admin fee / account holder | $171,713 | $19,275+790.9% | $15,885+981.0% | $13,390+1182.4% |