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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 | $127,280 | $137,414-7.4% | $189,545-32.8% | $85,851+48.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 12.42% | 38.14%-25.7pp | 555.36%-542.9pp | 318.63%-306.2pp |
| Employer contribution / active EE | $6,090 | $4,344+40.2% | $6,162-1.2% | $2,565+137.4% |
| Participant deferral / active EE | $5,676 | $6,260-9.3% | $8,220-30.9% | $3,952+43.6% |
| Admin fee / account holder | $6,873 | $8,630-20.4% | $12,049-43.0% | $6,261+9.8% |