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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 | $147,382 | $166,131-11.3% | $164,975-10.7% | $145,877+1.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.17% | 100.37%-87.2pp | 70.12%-57.0pp | 551.28%-538.1pp |
| Employer contribution / active EE | $3,684 | $5,276-30.2% | $4,343-15.2% | $4,663-21.0% |
| Participant deferral / active EE | $11,161 | $6,962+60.3% | $6,033+85.0% | $6,691+66.8% |
| Admin fee / account holder | $1,970 | $16,648-88.2% | $12,688-84.5% | $13,402-85.3% |