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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 | $135,210 | $183,539-26.3% | $155,556-13.1% | $145,897-7.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.08% | 61.31%-49.2pp | 64.84%-52.8pp | 552.29%-540.2pp |
| Employer contribution / active EE | $2,337 | $5,315-56.0% | $4,675-50.0% | $4,663-49.9% |
| Participant deferral / active EE | $7,444 | $6,467+15.1% | $5,631+32.2% | $6,689+11.3% |
| Admin fee / account holder | $1,311 | $19,275-93.2% | $15,885-91.7% | $13,390-90.2% |