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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 | $150,380 | $114,119+31.8% | $107,187+40.3% | $138,895+8.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.05% | 273.21%-255.2pp | 204.55%-186.5pp | 145.39%-127.3pp |
| Employer contribution / active EE | $2,481 | $4,059-38.9% | $3,782-34.4% | $4,194-40.8% |
| Participant deferral / active EE | $13,915 | $5,538+151.3% | $5,096+173.1% | $6,396+117.6% |
| Admin fee / account holder | $5,691 | $10,024-43.2% | $9,162-37.9% | $12,562-54.7% |