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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 | $152,607 | $183,592-16.9% | $155,574-1.9% | $145,877+4.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.43% | 61.37%-48.9pp | 64.87%-52.4pp | 551.28%-538.9pp |
| Employer contribution / active EE | $3,868 | $5,317-27.2% | $4,676-17.3% | $4,663-17.0% |
| Participant deferral / active EE | $3,868 | $6,466-40.2% | $5,629-31.3% | $6,691-42.2% |
| Admin fee / account holder | $2,745 | $19,316-85.8% | $15,914-82.8% | $13,402-79.5% |