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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 | $155,819 | $149,778+4.0% | $118,946+31.0% | $158,950-2.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 6.96% | 19.95%-13.0pp | 35.89%-28.9pp | 302.91%-296.0pp |
| Employer contribution / active EE | $15,225 | $4,117+269.8% | $3,263+366.5% | $4,762+219.7% |
| Participant deferral / active EE | $6,770 | $5,225+29.6% | $4,266+58.7% | $5,983+13.2% |
| Admin fee / account holder | $246,515 | $8,604+2765.0% | $6,581+3645.9% | $11,248+2091.6% |