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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 | $116,303 | $135,645-14.3% | $110,243+5.5% | $135,380-14.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 1.98% | 513.24%-511.3pp | 314.76%-312.8pp | 519.81%-517.8pp |
| Employer contribution / active EE | $3,978 | $4,907-18.9% | $3,827+4.0% | $4,779-16.8% |
| Participant deferral / active EE | $4,020 | $5,507-27.0% | $4,672-14.0% | $5,609-28.3% |
| Admin fee / account holder | $5,991 | $11,458-47.7% | $8,548-29.9% | $10,828-44.7% |