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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 | $135,588 | $175,231-22.6% | $149,696-9.4% | $139,466-2.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.37% | 166.77%-153.4pp | 134.46%-121.1pp | 373.66%-360.3pp |
| Employer contribution / active EE | $2,743 | $5,478-49.9% | $4,821-43.1% | $4,754-42.3% |
| Participant deferral / active EE | $5,972 | $6,521-8.4% | $5,682+5.1% | $6,712-11.0% |
| Admin fee / account holder | $5,209 | $16,155-67.8% | $13,212-60.6% | $11,409-54.3% |