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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 | $172,209 | $154,209+11.7% | $130,062+32.4% | $139,487+23.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.18% | 32.52%-21.3pp | -137.37%+148.5pp | 373.84%-362.7pp |
| Employer contribution / active EE | $5,789 | $5,292+9.4% | $4,322+33.9% | $4,755+21.8% |
| Participant deferral / active EE | $9,616 | $6,709+43.3% | $5,821+65.2% | $6,713+43.3% |
| Admin fee / account holder | $5,408 | $13,988-61.3% | $10,601-49.0% | $11,407-52.6% |