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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 | $183,627-14.9% | $155,602+0.4% | $145,978+7.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.38% | 61.32%-49.9pp | 64.81%-53.4pp | 550.52%-539.1pp |
| Employer contribution / active EE | $2,573 | $5,316-51.6% | $4,675-45.0% | $4,662-44.8% |
| Participant deferral / active EE | $8,315 | $6,466+28.6% | $5,629+47.7% | $6,690+24.3% |
| Admin fee / account holder | $61,618 | $19,327+218.8% | $15,923+287.0% | $13,400+359.8% |