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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 | $163,780 | $156,616+4.6% | $133,346+22.8% | $198,609-17.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 16.71% | 44.25%-27.5pp | 36.85%-20.1pp | 202.70%-186.0pp |
| Employer contribution / active EE | $3,571 | $3,368+6.0% | $2,853+25.2% | $5,055-29.4% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $38,583 | $17,468+120.9% | $14,264+170.5% | $19,030+102.7% |