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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 | $156,442 | $152,612+2.5% | $125,192+25.0% | $152,897+2.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 11.15% | 54.85%-43.7pp | 43.79%-32.6pp | 345.43%-334.3pp |
| Employer contribution / active EE | $6,194 | $4,947+25.2% | $3,866+60.2% | $4,764+30.0% |
| Participant deferral / active EE | $13,977 | $5,868+138.2% | $4,937+183.1% | $5,851+138.9% |
| Admin fee / account holder | $45,363 | $13,437+237.6% | $9,704+367.5% | $11,599+291.1% |