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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 | $154,712 | $165,381-6.5% | $149,730+3.3% | $158,966-2.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.97% | 348.29%-338.3pp | 276.70%-266.7pp | 302.95%-293.0pp |
| Employer contribution / active EE | $5,094 | $5,104-0.2% | $4,645+9.7% | $4,762+7.0% |
| Participant deferral / active EE | $4,581 | $7,182-36.2% | $6,843-33.0% | $5,983-23.4% |
| Admin fee / account holder | $68,081 | $10,809+529.8% | $9,310+631.2% | $11,250+505.2% |