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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 | $129,432 | $217,427-40.5% | $185,837-30.4% | $167,518-22.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.22% | 148.39%-138.2pp | 122.08%-111.9pp | 478.71%-468.5pp |
| Employer contribution / active EE | $3,085 | $5,874-47.5% | $5,168-40.3% | $4,838-36.2% |
| Participant deferral / active EE | $2,875 | $6,357-54.8% | $5,568-48.4% | $6,342-54.7% |
| Admin fee / account holder | $81,738 | $19,816+312.5% | $16,241+403.3% | $12,312+563.9% |