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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 | $137,746 | $155,833-11.6% | $124,693+10.5% | $167,536-17.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 14.15% | 17.98%-3.8pp | 5144.19%-5130.0pp | 478.82%-464.7pp |
| Employer contribution / active EE | $3,083 | $4,164-26.0% | $3,324-7.2% | $4,839-36.3% |
| Participant deferral / active EE | $9,306 | $5,675+64.0% | $4,615+101.7% | $6,342+46.7% |
| Admin fee / account holder | $660 | $9,534-93.1% | $7,494-91.2% | $12,315-94.6% |