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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 | $137,368 | $162,529-15.5% | $130,788+5.0% | $154,746-11.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 10.45% | 510.48%-500.0pp | 386.44%-376.0pp | 172.34%-161.9pp |
| Employer contribution / active EE | $4,631 | $4,447+4.1% | $3,558+30.2% | $4,379+5.7% |
| Participant deferral / active EE | $4,562 | $4,808-5.1% | $4,137+10.3% | $6,730-32.2% |
| Admin fee / account holder | $90,646 | $7,669+1082.0% | $6,673+1258.4% | $14,365+531.0% |