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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 | $141,572 | $138,076+2.5% | $123,553+14.6% | $135,380+4.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 9.88% | 153.70%-143.8pp | 119.21%-109.3pp | 519.81%-509.9pp |
| Employer contribution / active EE | $2,859 | $5,152-44.5% | $4,628-38.2% | $4,779-40.2% |
| Participant deferral / active EE | $7,137 | $6,800+5.0% | $6,426+11.1% | $5,609+27.2% |
| Admin fee / account holder | $72,585 | $10,917+564.9% | $9,284+681.8% | $10,828+570.3% |