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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 | $166,596 | $166,242+0.2% | $165,071+0.9% | $145,884+14.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.10% | 100.44%-86.3pp | 70.17%-56.1pp | 551.85%-537.7pp |
| Employer contribution / active EE | $3,738 | $5,283-29.2% | $4,347-14.0% | $4,662-19.8% |
| Participant deferral / active EE | $7,551 | $6,964+8.4% | $6,035+25.1% | $6,690+12.9% |
| Admin fee / account holder | $240,000 | $16,658+1340.7% | $12,695+1790.5% | $13,392+1692.1% |