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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 | $152,512 | $152,619-0.1% | $125,195+21.8% | $152,909-0.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.89% | 54.85%-34.0pp | 43.79%-22.9pp | 345.46%-324.6pp |
| Employer contribution / active EE | $5,384 | $4,947+8.8% | $3,866+39.3% | $4,764+13.0% |
| Participant deferral / active EE | $3,891 | $5,869-33.7% | $4,937-21.2% | $5,851-33.5% |
| Admin fee / account holder | $7,481 | $13,437-44.3% | $9,704-22.9% | $11,601-35.5% |