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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 | $150,949 | $162,821-7.3% | $133,978+12.7% | $158,982-5.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.60% | 41.95%-27.4pp | 45.10%-30.5pp | 302.99%-288.4pp |
| Employer contribution / active EE | $11,364 | $4,976+128.4% | $3,919+190.0% | $4,763+138.6% |
| Participant deferral / active EE | $2,355 | $5,910-60.2% | $5,047-53.3% | $5,983-60.6% |
| Admin fee / account holder | $13,863 | $11,742+18.1% | $8,930+55.2% | $11,252+23.2% |