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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 | $160,534 | $154,159+4.1% | $130,026+23.5% | $139,456+15.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 9.94% | 32.50%-22.6pp | -137.26%+147.2pp | 373.45%-363.5pp |
| Employer contribution / active EE | $5,394 | $5,292+1.9% | $4,321+24.8% | $4,753+13.5% |
| Participant deferral / active EE | $14,137 | $6,710+110.7% | $5,821+142.9% | $6,711+110.6% |
| Admin fee / account holder | $63,197 | $14,001+351.4% | $10,608+495.7% | $11,407+454.0% |