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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 | $136,712 | $160,059-14.6% | $140,019-2.4% | $135,379+1.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.10% | 911.44%-912.5pp | 651.15%-652.3pp | 519.79%-520.9pp |
| Employer contribution / active EE | $4,331 | $6,420-32.5% | $5,605-22.7% | $4,779-9.4% |
| Participant deferral / active EE | $8,585 | $7,641+12.4% | $6,927+23.9% | $5,609+53.1% |
| Admin fee / account holder | $120,152 | $13,328+801.5% | $10,705+1022.4% | $10,828+1009.6% |