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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 | $151,540 | $197,625-23.3% | $177,840-14.8% | $158,966-4.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.43% | 58.76%-39.3pp | 48.32%-28.9pp | 302.95%-283.5pp |
| Employer contribution / active EE | $4,554 | $6,698-32.0% | $5,919-23.1% | $4,762-4.4% |
| Participant deferral / active EE | $15,446 | $8,405+83.8% | $7,714+100.2% | $5,983+158.2% |
| Admin fee / account holder | $39,128 | $15,405+154.0% | $12,431+214.8% | $11,250+247.8% |