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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 | $158,219 | $162,785-2.8% | $133,959+18.1% | $158,950-0.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.20% | 41.94%-22.7pp | 45.09%-25.9pp | 302.91%-283.7pp |
| Employer contribution / active EE | $16,341 | $4,975+228.4% | $3,919+317.0% | $4,762+243.2% |
| Participant deferral / active EE | $12,851 | $5,910+117.4% | $5,047+154.6% | $5,983+114.8% |
| Admin fee / account holder | $3,800 | $11,738-67.6% | $8,928-57.4% | $11,248-66.2% |