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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 | $133,453 | $149,040-10.5% | $120,225+11.0% | $137,256-2.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 12.08% | 605.68%-593.6pp | 439.23%-427.1pp | 220.34%-208.3pp |
| Employer contribution / active EE | $6,846 | $4,350+57.4% | $3,475+97.0% | $4,156+64.7% |
| Participant deferral / active EE | $534 | $4,655-88.5% | $3,999-86.6% | $6,407-91.7% |
| Admin fee / account holder | $2,717 | $6,348-57.2% | $5,696-52.3% | $12,270-77.9% |