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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 | $152,618 | $176,402-13.5% | $134,162+13.8% | $158,966-4.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 11.73% | 63.66%-51.9pp | 36.35%-24.6pp | 302.95%-291.2pp |
| Employer contribution / active EE | $1,147 | $5,042-77.3% | $3,705-69.0% | $4,762-75.9% |
| Participant deferral / active EE | $4,768 | $4,093+16.5% | $3,500+36.2% | $5,983-20.3% |
| Admin fee / account holder | $20,282 | $8,719+132.6% | $6,685+203.4% | $11,250+80.3% |