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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 | $130,492 | $165,351-21.1% | $149,710-12.8% | $158,931-17.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.77% | 348.19%-338.4pp | 276.63%-266.9pp | 302.86%-293.1pp |
| Employer contribution / active EE | $1,828 | $5,103-64.2% | $4,645-60.6% | $4,761-61.6% |
| Participant deferral / active EE | $6,783 | $7,181-5.5% | $6,842-0.9% | $5,982+13.4% |
| Admin fee / account holder | $53,245 | $10,807+392.7% | $9,309+472.0% | $11,247+373.4% |