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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% | $155,574+14.7% | $145,877+22.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.28% | 61.37%-50.1pp | 64.87%-53.6pp | 551.28%-540.0pp |
| Employer contribution / active EE | $3,422 | $5,317-35.6% | $4,676-26.8% | $4,663-26.6% |
| Participant deferral / active EE | $4,320 | $6,466-33.2% | $5,629-23.3% | $6,691-35.4% |
| Admin fee / account holder | $46,158 | $19,316+139.0% | $15,914+190.0% | $13,402+244.4% |