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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 | $143,842 | $152,612-5.7% | $125,192+14.9% | $152,897-5.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 16.00% | 54.85%-38.8pp | 43.79%-27.8pp | 345.43%-329.4pp |
| Employer contribution / active EE | $2,951 | $4,947-40.3% | $3,866-23.7% | $4,764-38.0% |
| Participant deferral / active EE | $9,649 | $5,868+64.4% | $4,937+95.4% | $5,851+64.9% |
| Admin fee / account holder | $36,976 | $13,437+175.2% | $9,704+281.1% | $11,599+218.8% |