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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 | $145,037 | $171,272-15.3% | $127,803+13.5% | $152,897-5.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 47.71% | 23.54%+24.2pp | 26.14%+21.6pp | 345.43%-297.7pp |
| Employer contribution / active EE | $5,203 | $5,451-4.6% | $4,576+13.7% | $4,764+9.2% |
| Participant deferral / active EE | $6,584 | $7,043-6.5% | $6,023+9.3% | $5,851+12.5% |
| Admin fee / account holder | $39,545 | $14,540+172.0% | $9,399+320.8% | $11,599+240.9% |