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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 | $156,277 | $183,539-14.9% | $155,556+0.5% | $145,897+7.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.38% | 61.31%-49.9pp | 64.84%-53.5pp | 552.29%-540.9pp |
| Employer contribution / active EE | $2,573 | $5,315-51.6% | $4,675-45.0% | $4,663-44.8% |
| Participant deferral / active EE | $8,315 | $6,467+28.6% | $5,631+47.7% | $6,689+24.3% |
| Admin fee / account holder | $61,618 | $19,275+219.7% | $15,885+287.9% | $13,390+360.2% |