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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 | $183,627-14.6% | $155,602+0.8% | $145,978+7.5% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 11.36% | 61.32%-50.0pp | 64.81%-53.5pp | 550.52%-539.2pp |
| Employer contribution / active EE | $2,615 | $5,316-50.8% | $4,675-44.1% | $4,662-43.9% |
| Participant deferral / active EE | $6,204 | $6,466-4.0% | $5,629+10.2% | $6,690-7.3% |
| Admin fee / account holder | $65,902 | $19,327+241.0% | $15,923+313.9% | $13,400+391.8% |