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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 | $164,026 | $131,835+24.4% | $108,582+51.1% | $273,972-40.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 14.60% | -91.57%+106.2pp | -51.70%+66.3pp | 41.46%-26.9pp |
| Employer contribution / active EE | $15,160 | $4,913+208.6% | $3,758+303.4% | $4,869+211.4% |
| Participant deferral / active EE | $13,613 | $5,127+165.5% | $4,311+215.8% | $5,287+157.5% |
| Admin fee / account holder | $120,219 | $10,253+1072.6% | $7,645+1472.5% | $10,133+1086.5% |