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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 | $161,874 | $152,612+6.1% | $125,192+29.3% | $152,897+5.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.85% | 54.85%-34.0pp | 43.79%-22.9pp | 345.43%-324.6pp |
| Employer contribution / active EE | $39,531 | $4,947+699.1% | $3,866+922.5% | $4,764+729.9% |
| Participant deferral / active EE | $19,642 | $5,868+234.7% | $4,937+297.8% | $5,851+235.7% |
| Admin fee / account holder | $10,872 | $13,437-19.1% | $9,704+12.0% | $11,599-6.3% |