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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 | $168,300 | $152,612+10.3% | $125,192+34.4% | $152,897+10.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 18.31% | 54.85%-36.5pp | 43.79%-25.5pp | 345.43%-327.1pp |
| Employer contribution / active EE | $11,728 | $4,947+137.1% | $3,866+203.4% | $4,764+146.2% |
| Participant deferral / active EE | $14,010 | $5,868+138.7% | $4,937+183.8% | $5,851+139.4% |
| Admin fee / account holder | $187,102 | $13,437+1292.5% | $9,704+1828.1% | $11,599+1513.0% |