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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 | $163,149 | $152,612+6.9% | $125,192+30.3% | $152,897+6.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 13.57% | 54.85%-41.3pp | 43.79%-30.2pp | 345.43%-331.9pp |
| Employer contribution / active EE | $8,805 | $4,947+78.0% | $3,866+127.7% | $4,764+84.8% |
| Participant deferral / active EE | $4,705 | $5,868-19.8% | $4,937-4.7% | $5,851-19.6% |
| Admin fee / account holder | $115,795 | $13,437+761.8% | $9,704+1093.3% | $11,599+898.3% |