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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 | $150,886 | $198,461-24.0% | $170,436-11.5% | $147,585+2.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.62% | 257.30%-246.7pp | 205.94%-195.3pp | 578.57%-568.0pp |
| Employer contribution / active EE | $2,564 | $6,184-58.5% | $5,433-52.8% | $4,876-47.4% |
| Participant deferral / active EE | $4,775 | $5,629-15.2% | $4,939-3.3% | $5,439-12.2% |
| Admin fee / account holder | $4,096 | $16,852-75.7% | $13,880-70.5% | $10,885-62.4% |