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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 | $143,512 | $152,612-6.0% | $125,192+14.6% | $152,897-6.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 25.51% | 54.85%-29.3pp | 43.79%-18.3pp | 345.43%-319.9pp |
| Employer contribution / active EE | $5,308 | $4,947+7.3% | $3,866+37.3% | $4,764+11.4% |
| Participant deferral / active EE | $4,187 | $5,868-28.7% | $4,937-15.2% | $5,851-28.4% |
| Admin fee / account holder | $10,889 | $13,437-19.0% | $9,704+12.2% | $11,599-6.1% |