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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 | $131,571 | $118,869+10.7% | $96,575+36.2% | $167,518-21.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.66% | 50.49%-36.8pp | 37.79%-24.1pp | 478.71%-465.0pp |
| Employer contribution / active EE | $7,791 | $3,120+149.7% | $2,357+230.6% | $4,838+61.0% |
| Participant deferral / active EE | $6,584 | $4,616+42.6% | $3,849+71.1% | $6,342+3.8% |
| Admin fee / account holder | $4,563 | $8,067-43.4% | $6,182-26.2% | $12,312-62.9% |