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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 | $125,517 | $166,268-24.5% | $165,100-24.0% | $145,897-14.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.27% | 100.52%-83.3pp | 70.21%-52.9pp | 552.29%-535.0pp |
| Employer contribution / active EE | $4,572 | $5,284-13.5% | $4,348+5.1% | $4,663-2.0% |
| Participant deferral / active EE | $10,338 | $6,964+48.4% | $6,035+71.3% | $6,689+54.5% |
| Admin fee / account holder | $17,114 | $16,659+2.7% | $12,696+34.8% | $13,390+27.8% |