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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 | $132,349 | $183,592-27.9% | $155,567-14.9% | $145,959-9.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.73% | 61.24%-51.5pp | 64.74%-55.0pp | 561.95%-552.2pp |
| Employer contribution / active EE | $3,040 | $5,315-42.8% | $4,674-35.0% | $4,661-34.8% |
| Participant deferral / active EE | $8,807 | $6,464+36.2% | $5,628+56.5% | $6,689+31.7% |
| Admin fee / account holder | $168,437 | $19,318+771.9% | $15,916+958.3% | $13,398+1157.2% |