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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 | $158,492 | $114,013+39.0% | $103,693+52.8% | $155,188+2.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 17.83% | 49.31%-31.5pp | 47.61%-29.8pp | 148.84%-131.0pp |
| Employer contribution / active EE | $16,011 | $3,131+411.3% | $2,920+448.2% | $4,248+276.9% |
| Participant deferral / active EE | $11,523 | $4,970+131.9% | $4,579+151.6% | $6,531+76.4% |
| Admin fee / account holder | $3,526 | $8,407-58.1% | $7,858-55.1% | $14,480-75.7% |