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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 | $171,662 | $152,592+12.5% | $125,180+37.1% | $152,885+12.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 11.13% | 54.84%-43.7pp | 43.79%-32.7pp | 345.39%-334.3pp |
| Employer contribution / active EE | $3,970 | $4,947-19.8% | $3,866+2.7% | $4,763-16.7% |
| Participant deferral / active EE | $11,716 | $5,868+99.7% | $4,937+137.3% | $5,851+100.2% |
| Admin fee / account holder | $1,537 | $13,435-88.6% | $9,703-84.2% | $11,598-86.7% |