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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 | $156,875 | $183,516-14.5% | $155,534+0.9% | $145,884+7.5% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 11.36% | 61.43%-50.1pp | 64.92%-53.6pp | 551.85%-540.5pp |
| Employer contribution / active EE | $2,615 | $5,315-50.8% | $4,675-44.1% | $4,662-43.9% |
| Participant deferral / active EE | $6,204 | $6,467-4.1% | $5,630+10.2% | $6,690-7.3% |
| Admin fee / account holder | $65,902 | $19,293+241.6% | $15,900+314.5% | $13,392+392.1% |