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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 | $111,505 | $138,076-19.2% | $123,553-9.8% | $135,380-17.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 5.11% | 153.70%-148.6pp | 119.21%-114.1pp | 519.81%-514.7pp |
| Employer contribution / active EE | $2,978 | $5,152-42.2% | $4,628-35.7% | $4,779-37.7% |
| Participant deferral / active EE | $7,694 | $6,800+13.2% | $6,426+19.7% | $5,609+37.2% |
| Admin fee / account holder | $5,239 | $10,917-52.0% | $9,284-43.6% | $10,828-51.6% |