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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 | $149,863 | $152,619-1.8% | $125,195+19.7% | $152,909-2.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 23.32% | 54.85%-31.5pp | 43.79%-20.5pp | 345.46%-322.1pp |
| Employer contribution / active EE | $10,630 | $4,947+114.9% | $3,866+175.0% | $4,764+123.1% |
| Participant deferral / active EE | $10,429 | $5,869+77.7% | $4,937+111.2% | $5,851+78.2% |
| Admin fee / account holder | $1,296 | $13,437-90.4% | $9,704-86.6% | $11,601-88.8% |