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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 | $178,515 | $183,592-2.8% | $155,567+14.8% | $145,959+22.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.28% | 61.24%-50.0pp | 64.74%-53.5pp | 561.95%-550.7pp |
| Employer contribution / active EE | $3,422 | $5,315-35.6% | $4,674-26.8% | $4,661-26.6% |
| Participant deferral / active EE | $4,320 | $6,464-33.2% | $5,628-23.2% | $6,689-35.4% |
| Admin fee / account holder | $46,158 | $19,318+138.9% | $15,916+190.0% | $13,398+244.5% |