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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 | $172,041 | $217,427-20.9% | $185,837-7.4% | $167,518+2.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.59% | 148.39%-137.8pp | 122.08%-111.5pp | 478.71%-468.1pp |
| Employer contribution / active EE | $5,388 | $5,874-8.3% | $5,168+4.3% | $4,838+11.4% |
| Participant deferral / active EE | $8,574 | $6,357+34.9% | $5,568+54.0% | $6,342+35.2% |
| Admin fee / account holder | $127,148 | $19,816+541.6% | $16,241+682.9% | $12,312+932.7% |