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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 | $168,597 | $152,612+10.5% | $125,192+34.7% | $152,897+10.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 24.41% | 54.85%-30.4pp | 43.79%-19.4pp | 345.43%-321.0pp |
| Employer contribution / active EE | $15,739 | $4,947+218.1% | $3,866+307.1% | $4,764+230.4% |
| Participant deferral / active EE | $15,950 | $5,868+171.8% | $4,937+223.1% | $5,851+172.6% |
| Admin fee / account holder | $5,117 | $13,437-61.9% | $9,704-47.3% | $11,599-55.9% |