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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 | $176,573 | $176,402+0.1% | $134,162+31.6% | $158,966+11.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 10.06% | 63.66%-53.6pp | 36.35%-26.3pp | 302.95%-292.9pp |
| Employer contribution / active EE | $17,171 | $5,042+240.5% | $3,705+363.5% | $4,762+260.5% |
| Participant deferral / active EE | $7,711 | $4,093+88.4% | $3,500+120.3% | $5,983+28.9% |
| Admin fee / account holder | $742 | $8,719-91.5% | $6,685-88.9% | $11,250-93.4% |