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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 | $146,741 | $157,304-6.7% | $141,197+3.9% | $152,909-4.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.32% | 64.34%-49.0pp | 71.41%-56.1pp | 345.46%-330.1pp |
| Employer contribution / active EE | $3,662 | $5,263-30.4% | $4,736-22.7% | $4,764-23.1% |
| Participant deferral / active EE | $13,504 | $7,111+89.9% | $6,710+101.2% | $5,851+130.8% |
| Admin fee / account holder | $104,739 | $12,126+763.8% | $10,265+920.4% | $11,601+802.9% |