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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 | $159,105 | $183,516-13.3% | $155,534+2.3% | $145,884+9.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.93% | 61.43%-46.5pp | 64.92%-50.0pp | 551.85%-536.9pp |
| Employer contribution / active EE | $13,731 | $5,315+158.4% | $4,675+193.7% | $4,662+194.5% |
| Participant deferral / active EE | $4,450 | $6,467-31.2% | $5,630-21.0% | $6,690-33.5% |
| Admin fee / account holder | $3,959 | $19,293-79.5% | $15,900-75.1% | $13,392-70.4% |