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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 | $143,246 | $114,013+25.6% | $103,693+38.1% | $155,188-7.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 11.86% | 49.31%-37.5pp | 47.61%-35.8pp | 148.84%-137.0pp |
| Employer contribution / active EE | $6,359 | $3,131+103.1% | $2,920+117.7% | $4,248+49.7% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $42,110 | $8,407+400.9% | $7,858+435.9% | $14,480+190.8% |