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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 | $115,506 | $138,076-16.3% | $123,553-6.5% | $135,380-14.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 6.05% | 153.70%-147.6pp | 119.21%-113.2pp | 519.81%-513.8pp |
| Employer contribution / active EE | $4,444 | $5,152-13.7% | $4,628-4.0% | $4,779-7.0% |
| Participant deferral / active EE | $5,763 | $6,800-15.2% | $6,426-10.3% | $5,609+2.7% |
| Admin fee / account holder | $5,294 | $10,917-51.5% | $9,284-43.0% | $10,828-51.1% |