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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 | $133,245 | $197,637-32.6% | $177,848-25.1% | $158,982-16.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.96% | 58.77%-47.8pp | 48.33%-37.4pp | 302.99%-292.0pp |
| Employer contribution / active EE | $6,308 | $6,698-5.8% | $5,919+6.6% | $4,763+32.4% |
| Participant deferral / active EE | $6,210 | $8,405-26.1% | $7,714-19.5% | $5,983+3.8% |
| Admin fee / account holder | $73,840 | $15,406+379.3% | $12,431+494.0% | $11,252+556.3% |