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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 | $148,234 | $166,242-10.8% | $165,071-10.2% | $145,884+1.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.99% | 100.44%-85.5pp | 70.17%-55.2pp | 551.85%-536.9pp |
| Employer contribution / active EE | $5,165 | $5,283-2.2% | $4,347+18.8% | $4,662+10.8% |
| Participant deferral / active EE | $12,842 | $6,964+84.4% | $6,035+112.8% | $6,690+92.0% |
| Admin fee / account holder | $87,203 | $16,658+423.5% | $12,695+586.9% | $13,392+551.2% |