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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 | $134,045 | $160,040-16.2% | $147,096-8.9% | $145,877-8.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.18% | 98.49%-88.3pp | 419.75%-409.6pp | 551.28%-541.1pp |
| Employer contribution / active EE | $6,704 | $5,289+26.8% | $4,936+35.8% | $4,663+43.8% |
| Participant deferral / active EE | $7,712 | $8,429-8.5% | $8,071-4.5% | $6,691+15.3% |
| Admin fee / account holder | $7,406 | $15,050-50.8% | $13,005-43.1% | $13,402-44.7% |