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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 | $141,358 | $115,814+22.1% | $101,275+39.6% | $158,982-11.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.49% | 56.16%-47.7pp | 46.48%-38.0pp | 302.99%-294.5pp |
| Employer contribution / active EE | $4,965 | $4,176+18.9% | $3,660+35.6% | $4,763+4.2% |
| Participant deferral / active EE | $7,969 | $4,958+60.7% | $4,371+82.3% | $5,983+33.2% |
| Admin fee / account holder | $151,517 | $7,249+1990.2% | $5,948+2447.4% | $11,252+1246.6% |