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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 | $128,134 | $148,582-13.8% | $135,942-5.7% | $139,456-8.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.67% | 79.26%-64.6pp | 68.28%-53.6pp | 373.45%-358.8pp |
| Employer contribution / active EE | $5,100 | $5,245-2.8% | $4,858+5.0% | $4,753+7.3% |
| Participant deferral / active EE | $5,966 | $8,101-26.4% | $7,759-23.1% | $6,711-11.1% |
| Admin fee / account holder | $554 | $12,402-95.5% | $10,764-94.9% | $11,407-95.1% |