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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 | $132,838 | $142,354-6.7% | $125,529+5.8% | $155,188-14.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 6.03% | 306.06%-300.0pp | 202.56%-196.5pp | 148.84%-142.8pp |
| Employer contribution / active EE | $6,875 | $3,501+96.4% | $3,058+124.9% | $4,248+61.8% |
| Participant deferral / active EE | $4,395 | $5,491-20.0% | $4,813-8.7% | $6,531-32.7% |
| Admin fee / account holder | $10,169 | $19,392-47.6% | $16,298-37.6% | $14,480-29.8% |