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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 | $146,473 | $156,616-6.5% | $133,346+9.8% | $198,609-26.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 17.85% | 44.25%-26.4pp | 36.85%-19.0pp | 202.70%-184.9pp |
| Employer contribution / active EE | $11,684 | $3,368+246.9% | $2,853+309.5% | $5,055+131.1% |
| Participant deferral / active EE | $4,115 | $4,920-16.4% | $4,332-5.0% | $6,977-41.0% |
| Admin fee / account holder | $3,834 | $17,468-78.1% | $14,264-73.1% | $19,030-79.9% |