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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 | $149,110 | $125,237+19.1% | $105,608+41.2% | $145,877+2.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.16% | 225.76%-213.6pp | 116.50%-104.3pp | 551.28%-539.1pp |
| Employer contribution / active EE | $2,167 | $3,720-41.8% | $3,167-31.6% | $4,663-53.5% |
| Participant deferral / active EE | $5,603 | $5,711-1.9% | $5,010+11.9% | $6,691-16.2% |
| Admin fee / account holder | $7,993 | $17,287-53.8% | $11,028-27.5% | $13,402-40.4% |