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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 | $182,016 | $183,592-0.9% | $155,574+17.0% | $145,877+24.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.35% | 61.37%-50.0pp | 64.87%-53.5pp | 551.28%-539.9pp |
| Employer contribution / active EE | $2,293 | $5,317-56.9% | $4,676-51.0% | $4,663-50.8% |
| Participant deferral / active EE | $5,750 | $6,466-11.1% | $5,629+2.1% | $6,691-14.1% |
| Admin fee / account holder | $11,108 | $19,316-42.5% | $15,914-30.2% | $13,402-17.1% |