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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 | $170,385 | $148,623+14.6% | $135,974+25.3% | $139,466+22.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.22% | 79.30%-58.1pp | 68.30%-47.1pp | 373.66%-352.4pp |
| Employer contribution / active EE | $2,921 | $5,246-44.3% | $4,859-39.9% | $4,754-38.6% |
| Participant deferral / active EE | $5,661 | $8,103-30.1% | $7,760-27.1% | $6,712-15.7% |
| Admin fee / account holder | $34,044 | $12,406+174.4% | $10,767+216.2% | $11,409+198.4% |